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

More Information

Contact Us

Angela Tallo Lang '05
Director of Planned Giving and The Wheeler Society
(315) 781-3545
LANG@hws.edu

 

Hobart and William Smith Colleges
Attn: Angela Tallo
300 Pulteney Street
Geneva, NY 14456
Federal Tax ID Number: 16-0743040

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