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

Contact Us

Michelle Speas, CFRE
(336) 778-7053
mspeas@familyservicesforsyth.org
Tax ID #87-2798936

Family Services
1200 South Broad Street
Winston-Salem, NC 27101

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