Planned Giving

Life Insurance to Replace Gift—Wealth Replacement

Life Insurance to Replace Gift Diagram

How It Works

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

More Information

Contact Us

Capt. James F. Tobin '77, President
(516) 773-5993
jtobin@usmmaalumni.com

 

USMMA AAF
300 Steamboat Road
Kings Point, NY 11024

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