Connie Maxwell Children's Home




Giving Through Wealth Replacement Trusts


This is a little-known but powerful technique that is used in connection with other life income plans such as gift annuities or charitable remainder trusts. Using this method, the donor is able to "replace" the assets given away via life insurance. The income produced by the trust coupled with tax savings produced by the gift plan are used to purchase the insurance policy.

This permits the donor to ensure a sizable inheritance for relatives or loved ones while simultaneously making a large gift to charity.

If you would like additional information on this wonderful gift opportunity or a free quote including a summary of benefits, call or e-mail Eric Taylor at 1-800-868-2624. Our services are confidential and available to friends of Connie Maxwell free of charge.

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