Gift Planning

Life Insurance to Replace Gift—Wealth Replacement

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How It Works

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

More Information

Contact Us

Office of Gift Planning
jshapiro@drif.org
(800) 321-3437

 

The DRI Foundation
200 South Park Road, Suite 100
Hollywood, FL 33021

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