Life Insurance to Replace Gift—Wealth Replacement
How It Works
- You make a gift to IU Health Foundation
- 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 IU Health Foundation without diminishing the amount your family will receive
- Your tax savings finance this life insurance policy
Request an eBrochure
Which Gift Is Right for You?
Marya E. Jones, J.D.
1633 N. Capitol Avenue, Suite 1200