Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Jan Stricklin
Sr. Associate Vice President for Principal & Planned Gifts
jstricklin@pacificu.edu
503-352-2890

 

Forest Grove Campus
2043 College Way
Forest Grove, OR 97116

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