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 the University of Utah
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. The University of Utah keeps or sells property after your death(s)

Benefits

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

More Information

Contact Us

Jessica Nelson, J.D.
Senior Director of Legacy Giving
jessica.nelson@utah.edu

Tiffany Lopez, J.D.
Director of Legacy Giving
tiffany.lopez@utah.edu

 

Ann Morse, J.D.
Director of Legacy Giving
ann.morse@hsc.utah.edu

801-581-6824

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