Gift of Personal Residence or Farm with Retained Life Estate

Gift of Personal Residence or Farm with Retained Life Estate Diagram

How It Works

  1. Transfer title to personal residence or farm to Adelphi
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. Adelphi keeps or sells property after your death(s)

Benefits

  • No out-of-pocket cost for substantial gift to Adelphi
  • Federal income-tax deduction for remainder value of your residence or farm
  • You (and spouse) can occupy residence for life

More Information

Contact Us

Amy Harrison
Phone: 516.877.3751
Email: harrison@adelphi.edu

 

1 South Avenue
P.O. Box 701
Garden City, NY 11530-0701

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

Amy Harrison
Executive Director of Gift Planning
Phone Number

Search Menu