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Gift Planning

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

Benefits

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

More Information

Contact Us

Lillian Sevilla
Assistant Director of Gift Planning
866-526-4438
giftplanning@swarthmore.edu

 

Swarthmore College
500 College Avenue
Swarthmore, PA 19081

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