University Advancement

Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488

(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu

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 OU
  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 OU without diminishing the amount your family will receive
  • Your tax savings finance this life insurance policy

More Information

Contact Us

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

 

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400

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