Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Maggie St. Clair
Major Gifts Manager
mstclair@energyoutreach.org
720.769.7115

 

Energy Outreach Colorado
303 E 17th Ave Ste 405
Denver, CO 80203
EIN: 74-2543881

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer