Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Elizabeth Briand
Associate Director for Planned Giving
212.792.2900
ebriand@ajws.org

 

American Jewish World Service
45 West 36th Street
New York, NY 10018

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