Gift Planning

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Julie Clemens
Director of Development
925-957-7572
Julie.Clemens@shelterinc.org

 

SHELTER, Inc.
1333 Willow Pass Road, Suite 206
Concord, CA 94520

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