Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Stacia Stephenson
Interim Executive Director
stephensons@uwplatt.edu
608.732.0629

 

Office of Planned Giving
UW-Platteville Foundation
1 University Plaza
Platteville, WI 53818

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