Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Sara Oshikawa-Clay
Directory of Philanthropy
425-625-2032
sara@mediconefoundation.org

 

Medic One Foundation
11747 NE 1st Street, Suite 310
Bellevue, WA 98005

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