Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Sue Loiland, CFRE P '12

Senior Gift Planner

Phone: 253.535.8421

Fax: 253.535.8377

Email: loilansm@plu.edu

 

Jennie Griek, CAPĀ®, CFRE '02

Gift Planner

Phone: 253.535.7156

Fax: 253.535.8377

Email: jgriek@plu.edu

 

Pacific Lutheran University
12180 Park Avenue S.
Tacoma, WA 98447

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