PLANNED

GIVING

Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals.

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 George Mason University 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 George Mason University Foundation without diminishing the amount your family will receive.
  • Your tax savings finance this life insurance policy.

More Information

Contact Us

Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971
mylegacy@gmu.edu

 

George Mason University Foundation, Inc.
Office of Advancement and Alumni Relations
4400 University Dr., MS 1A3
Fairfax, Virginia 22030
Federal tax ID number: 54-1603842

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