Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

  1. You make a gift to UP
  2. You give the tax savings from the charitable deduction to your children
  3. Your children purchase an insurance policy on your life with the tax savings
  4. Your children will receive the proceeds upon your death

Benefits

  • You can make a significant gift to UP without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Connie Ozyjowski
Assistant Vice President for Advancement Services
503-943-7479
ozyjowsk@up.edu

 

University of Portland
5000 N. Willamette Blvd.
Portland, Oregon 97203-5798

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