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

Benefits

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

More Information

Request an eBrochure

Request an eBrochure with more information about this gift.

Which Gift Is Right for You?

Find out which gifts match you best with our Life Stage Gift Planner™.

Contact Us

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning
Phone: (413) 774-1872

Jessica Remillard P’26, Planned Giving Coordinator
Phone: (413) 774-1584

Email: plannedgiving@deerfield.edu

  

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342

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Contact Gift Planning Office

Rachel Moore, Senior Philanthropic Advisor & Director of Gift Planning

Jessica Remillard P’26, Planned Giving Coordinator

(413) 774-1584

Deerfield Academy
Office of Advancement
7 Boyden Lane
P.O. Box 306
Deerfield, MA 01342
plannedgiving@deerfield.edu

 7 Boyden Lane, Deerfield, MA 01342

NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS: Deerfield Academy admits students of any race, color, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs.

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