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 the College at Oneonta Foundation
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. The College at Oneonta Foundation keeps or sells property after your death(s)

Benefits

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

More Information

Contact Us

Jill Mirabito
Director of Gift Planning
Phone: 607-436-2781
Mobile: 607-427-4642
jill.mirabito@oneonta.edu

 

Address:
308 Netzer Administration Building
Oneonta, NY 13820

Back

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