Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

  1. Donor makes a gift to UJA-Federation
  2. Donor gives the tax savings from the charitable deduction to your children
  3. Donor's children purchase an insurance policy on donor's life with the tax savings
  4. Donor's children will receive the proceeds upon donor's death

Benefits

  • Donor can make a significant gift to UJA-Federation without diminishing the amount donor's family will receive
  • Donor's tax savings finance this life insurance policy

More Information

Contact Us

Contact us

 

UJA-Federation of New York
130 East 59th Street
New York, NY 10022

Phone: 1.800.997.5266
Fax: (212) 836-1172
E-mail: plannedgiving@ujafedny.org

Back

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

Is UJA in Your Estate Plan?

Ensure Our Community's Future

Take the Legacy Challenge