Life Insurance to Replace Gift—Wealth Replacement
How It Works
- You make a gift to SFI
- You give the tax savings from the charitable deduction to your children
- Your children purchase an insurance policy on your life with the tax savings
- Your children will receive the proceeds upon your death
- You can make a significant gift to SFI without diminishing the amount your family will receive
- Your tax savings finance this life insurance policy
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Which Gift Is Right for You?
If you have any additional questions or would like to discuss the specifics of your planned gift, please call 505-946-2720 or email email@example.com.
Santa Fe Institute
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