Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Rebecca Holt
AVP for Advancement and Gift Planning
503-768-7943
rebeccah@lclark.edu

 

Lewis & Clark College
615 S. Palatine Hill Road
Portland, OR 97219

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