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

Benefits

  • No out-of-pocket cost for substantial gift to the UW-Platteville 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

Jimmy Collins
Senior Development Officer
collinsjam@uwplatt.edu
563.580.7908

 

Office of Planned Giving
University of Wisconsin – Platteville Foundation and Alumni Association
1 University Plaza
Platteville, WI 53818

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