Ensure Our Community's Future
Planned Giving
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Gift of Personal Residence with Retained Life Estate
How It Works
Any gift of this type needs to be reviewed by UJA-Federation's gift acceptance committee.
- Donor transfers title to personal residence or farm to UJA-Federation
- No change in donor's lifestyle—donor (and spouse) occupy and enjoy residence or farm for life
- UJA-Federation keeps or sells property after donor death(s)
Benefits
- No out-of-pocket cost for substantial gift to UJA-Federation
- Federal income-tax deduction for remainder value of residence or farm
- Donor (and spouse) can occupy residence for life
Read a detailed description of this gift
More Information
Which Gift Is Right for You?
Contact Us
UJA-Federation of New York Phone: 1.800.997.5266 |
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