Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning
Phone: (413) 774-1872

Jessica Remillard P’26, Planned Giving Coordinator
Phone: (413) 774-1584

Email: plannedgiving@deerfield.edu

 

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342

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Contact Gift Planning Office

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning

Jessica Remillard P’26, Planned Giving Coordinator

(413) 774-1584

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
plannedgiving@deerfield.edu