Gift Planning

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Katie Cyrus
Assistant Director of Gift Planning
262.951.3014
kcyrus@carrollu.edu

 

Office of Institutional Advancement
100 N. East Avenue
Waukesha, WI 53186

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