PLANNED GIVING

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 Southern Adventist University
  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 Southern Adventist University without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Kimberly Bobenhausen
Director of Planned Giving
kbobenhausen@southern.edu

Federal Tax ID Number: 62-0536733

 

Southern Adventist University
P.O. Box 370
Collegedale, TN 37315
Telephone: 423.236.2832
plannedgiving@southern.edu

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