Gift Planning

Real Estate—Retained Life Estate

Retained life estate.png

How It Works

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

Benefits

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

More Information

Contact Us

Office of Gift Planning
jshapiro@drif.org
(800) 321-3437

 

The DRI Foundation
200 South Park Road, Suite 100
Hollywood, FL 33021

Back

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