Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Christopher A. Reichart
Senior Associate Director, Planned Giving
(203) 697-2553
creichart@choate.edu

 

Choate Rosemary Hall
333 Christian Street
Wallingford, CT 06492

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PLANNED GIVING OFFICE

Christopher A. Reichart
Senior Associate Director, Planned Giving
(203) 697-2553
creichart@choate.edu

333 Christian Street
Wallingford, CT 06492

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