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

Benefits

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

 

Contact Us

Keith Goldmann
Chief Philanthropy Officer
954.660.2085
KGoldmann@JewishBroward.org

The Jewish Federation of Broward County
5890 South Pine Island Road
Davie, FL 33328

Federal Tax ID Number: 59-0967823

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