Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram. Description of image is listed below.

How It Works

  1. You make a gift to UNCP Foundation
  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 UNCP Foundation without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Branan Dennard
Associate Director of Development
910.775.4661
branan.dennard@uncp.edu

 

The University of North Carolina at Pembroke Foundation
Office of Advancement
PO Box 1510
Pembroke, NC 28372

UNCP Foundation Tax ID Number: 58-1592230

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