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 St. Paul's School
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. St. Paul's School keeps or sells property after your death(s)

Benefits

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

More Information

Contact Us

Diane Heitmiller
Director of Advancement
603-229-4875
dheitmiller@sps.edu

 

St. Paul’s School
325 Pleasant Street
Concord, NH 03301
Federal Tax ID Number: 02-0222227

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