Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

JudeAnne Wilson Hastings
Associate Vice President for
Communications and Development
574-239-8372
plannedgiving@hcc-nd.edu

 

Holy Cross College
54515 State Road 933 North
P.O. Box 308
Notre Dame, IN 46556-0308

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