Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Beth Ann Semeraro
Associate Director of Leadership Giving
203.397.1001, ext. 425
bsemeraro@hopkins.edu

 

986 Forest Road
New Haven, CT 06515

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