Gift of Personal Residence or Farm with Retained Life Estate

Gift of Personal Residence or Farm with Retained Life Estate Diagram. Description of image is listed below.

How It Works

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

Benefits

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

More Information

Contact Us

Sharon Metro
301.692.4861
smetro@cesjds.org

 

Charles E. Smith Jewish Day School
1901 East Jefferson Street
Rockville, Maryland 20850
Federal Tax ID Number: 52-0961920

Back

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