Planned Giving
Leave a legacy that lasts...
Retained Life Estates
CLICK HERE FOR A DETAILED EXPLANATION
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How it works
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You transfer your residence, farm, or vacation home to Earlham School of Religion subject to a life estate. |
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You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep. |
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The property passes to Earlham School of Religion when your life estate ends. |
Benefits
- You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
- You can terminate your life estate at any time and take an additional income tax deduction.
- You have the satisfaction of making a significant gift now that benefits Earlham School of Religion later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about retained life estates, Email us, complete the Information Request Form, or call us at 1-800-432-1ESR so that we can assist you.
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