Gifts with Retained Use

 Life Estate Agreement

[ Click here for gift calculator – one or two lives ]
[ Click here for gift calculator – term certain ]

A life estate agreement is an arrangement whereby you transfer title to a personal residence, farm, or vacation home to charity while retaining the right to occupy and otherwise enjoy the full use of the property for your choice of a term of years or the lifetime of one or more individuals.

This gift calculation is only a sample of how planned giving tools can work for you. Please contact us, or your attorney or accountant, for more detailed information.

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Contact

For questions or comments specific to giving opportunities and charitable partnerships with the Miller-Dwan Foundation, call 218-786-5829 or contact us at giving@mdfoundation.org.