Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Jennifer Brier, Esq.
Director, Planned Giving and Endowments
jbrier@jewishphilly.org
215.832.0528

 

Jewish Federation of Greater Philadelphia
Two Commerce Square
2001 Market Street, Suite 2300
Philadelphia, PA 19103

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