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 UT Dallas
  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 UT Dallas without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

Contact Us

Michael Gute
Director, Gift Planning
972-883-3915
michael.gute@utdallas.edu

 

The University of Texas at Dallas
Office of Development and Alumni Relations
800 W. Campbell Road, SPN 10
Richardson, TX 75080
Federal Tax ID Number: 75-1305566

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer