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

Stacia Stephenson
Director of Major Gifts Development and Alumni Engagement
stephensons@uwplatt.edu
608.732.0629

 

Office of Planned Giving
UW-Platteville Foundation
1 University Plaza
Platteville, WI 53818

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