Retained Life Estate
(Living in a Charitable Deduction)

How it works

You transfer your residence, farm, or vacation home to Defenders of Wildlife subject to a life estate.

You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.

The property passes to Defenders of Wildlife when your life estate ends.

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Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
  • You can terminate your life estate at any time and take an additional income tax deduction.
  • You can have the satisfaction of making a significant gift now that benefits Defenders of Wildlife later.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.






The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.