Planned Giving

Gift of Personal Residence or Farm with Retained Life Estate

Diagram Description

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 Reid Health Foundation
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. Reid Health Foundation keeps or sells property after your death(s)

Benefits

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

 

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Contact Us

Angela Cline
Foundation Director
Reid Health Foundation
(765) 983-3102
Angela.Cline@reidhealth.org

Jason Troutwine
Vice President/Foundation President
Reid Health Foundation
(765) 983-3228
Jason.troutwine@reidhealth.org

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