Gift Planning
Gift of Personal Residence or Farm with Retained Life Estate
How It Works
- Transfer title to personal residence or farm to SFI
- No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
- SFI keeps or sells property after your death(s)
Benefits
- No out-of-pocket cost for substantial gift to SFI
- Federal income-tax deduction for remainder value of your residence or farm
- You (and spouse) can occupy residence for life
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
If you have any additional questions or would like to discuss the specifics of your planned gift, please contact Denise Wernly at 505-946-2720 or email her at dwernly@santafe.edu. |
Santa Fe Institute |
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