Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Lisa Sampalis
Vice President for University Advancement
University of St. Francis
815-740-5065
LSampalis@stfrancis.edu

 

500 Wilcox Street
Joliet, Illinois 60435

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