Wealth Replacement Strategies

Wealth replacement is a simple option that provides a powerful solution to gift to charity without diminishing the value of what you will leave your family.

Is a wealth replacement insurance gift right for me?

You can donate assets such as cash, securities or property without it affecting the value of what you leave your family.

What are the tax savings?

You will receive a tax credit for your donation. With the money saved on taxes, you can replace the value of your charitable gift by purchasing wealth replacement insurance. The tax savings realized from the donation are usually sufficient to purchase the wealth replacement insurance in an amount equal to or greater than the value of your donation to us.

How do I get started?

Please contact your legal, tax or financial advisor, or contact our national planned giving managers for more information: please contact our national planned giving managers or contact your legal, tax or financial advisor.