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 Walker's
  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 Walker's without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Gretchen Orschiedt
Assistant Head for Advancement
860-408-4260
gorschiedt@ethelwalker.org

 

The Ethel Walker School
230 Bushy Hill Road
Simsbury, CT 06070
Federal Tax ID Number: 06-0689699

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