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Gift Plans
Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Deferred Gift Annuity Donor
Advised Fund Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate Testamentary Life-Income
Assets You Can Give
Appreciated
Securities Business Interests Cash Life
Insurance Lifetime Gifts of Insurance Gift-Replacement
Life Insurance Partnership Interests Real Estate Retirement
Plans
Retained Life Estates You have always loved your home and have no plans to move from it. It has appreciated significantly since you bought it, and today it is the largest asset in your estate. You are considering a gift to charity in memory of your sister but cannot locate an asset that you can part with comfortably. You decide to donate your house to charity, retaining a life estate for yourself and your spouse. You have secured an independent appraisal stating that your house is worth $250,000. The mortgage has been paid off. Here are the benefits of this gift:
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