Legacy Life Wealth Replacement

  • Allows donor to make a current gift of appreciated securities, or, dollars in CD’s earning low interest rates
  • Donor receives a tax deduction for their generous gift
  • The gifted amount is replaced by a life insurance policy naming your family as the beneficiaries using the tax savings to help pay the premium

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Sample Brochures that tell the story:
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Legacy Life Giving

  • Designed as an attractive alternative to a ‘bequest’
  • Magnifies the size of your gift by many times and cost less for your donor
  • Donor receives tax benefits the same as making a cash contribution
  • Unlike a bequest, it does not take away from donors estate or heir’s inheritance

Receive a free custom brochure

Sample Brochures that tell the story:
symphony-tri symphony-lg