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

More Information

Contact Us

Alex Tenorio
Director of Development
tenorio@prioryca.org
650-850-6139

Federal Tax ID Number: 94-1399274

 

Woodside Priory School
350 Portola Road
Portola Valley, CA 94028

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