Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Jeffrey T. Spoeri, J.D.
Vice President for University Advancement
(940) 397-4782
jeff.spoeri@msutexas.edu

 

3410 Taft Blvd.
Hardin 110
Wichita Falls, TX 76308

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