Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Sandra Diaz
Vice President for Institutional Advancement
Phone: 973-720-2615
Email: Diazs60@wpunj.edu

William Paterson University Foundation
300 Pompton Road
Wayne, NJ 07470

 

Danika Fernandez-Sapida
Development and Donor Event Coordinator
Phone: 973-720-2478
Email: fernandezd26@wpunj.edu

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