Gift-Replacement Life Insurance Gift Illustration

How it works

You create a gift plan like a Charitable Gift Annuity or a Unitrust that will pay you income for your lifetime.

You also create a life insurance policy, naming your children or other heirs as beneficiaries. The amount of the death benefit equals the contribution you made to create your life-income gift.

You pay the premiums for the policy from the income you are receiving from your life-income gift.

At your death, Defenders of Wildlife receives the remaining balance of your gift plan and your heirs receive cash in the amount of your original gift.

Related Links

 · 

Gift illustration

 · 

Complete gift description

 · 

Is this gift for you?

 · 

Important reminders

 «

Back

Benefits

  • You make a significant gift to Defenders of Wildlife with no negative effect on your familyâ ¬!"s financial security.
  • After your gift, your estate is replenished for the benefit of your heirs.
  • No new assets are required to pay for this replacement: tax-savings from the charitable deduction plus income you receive from your new gift plan pay the premiums.
  • Donors with large families or children who will need long-term assistance can consider helping Defenders of Wildlife at a level they never thought possible.
  • One asset can do the work of two: make a gift to Defenders of Wildlife, and provide an equal benefit to your heirs.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.