Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Heidi E. V. McCann '93
Associate Director of Development for Gift Planning
860.687.6273
Heidi_McCann@loomis.org

 

Alumni Development Office
The Loomis Chaffee School
4 Batchelder Rd.
Windsor, CT 06095-9987

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