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

More Information

Contact Us

Erika McMahon
Director of Development
617.735.9500
emcmahon@winsor.edu

Federal Tax ID Number: 04-2105842

 

The Winsor School
103 Pilgrim Road
Boston, MA 02215

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Contact Us

Erika McMahon
Director of Development
Phone: 617.735.9500