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 SFI
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. 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

Contact Us

If you have any additional questions or would like to discuss the specifics of your planned gift, please call 505-946-2720 or email support@santafe.edu.

 

Santa Fe Institute
1399 Hyde Park Road
Santa Fe, New Mexico 87505

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