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

Contact Us

Telephone: (415) 476-1475
Fax: (415) 476-0601
Email: giftplanning@ucsf.edu

Office of Gift & Endowment Planning
University of California, San Francisco
2001 The Embarcadero, 3rd Floor
San Francisco, CA 94133

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