Life Insurance to Replace Gift—Wealth Replacement
How It Works
- You make a gift to OU
- You give the tax savings from the charitable deduction to your children
- Your children purchase an insurance policy on your life with the tax savings
- 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
Request an eBrochure
Which Gift Is Right for You?
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
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
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
University Advancement
Frances M. Moceri House
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]
3151 University Dr.
Auburn Hills, MI 48326-2359
(location map)
(248) 370-4504
Fax: (248) 364-6101
[email protected]
