Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram. Description of image is listed below.

How It Works

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

Contact Us

Keith Goldmann
Chief Philanthropy Officer
954.660.2085
KGoldmann@JewishBroward.org

The Jewish Federation of Broward County
5890 South Pine Island Road
Davie, FL 33328

Federal Tax ID Number: 59-0967823

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