Planned Giving

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Real Estate—Outright Gift

Outright Gift of Real Estate Diagram

How It Works

  1. Transfer title of property to IU Health Foundation
  2. Receive income-tax deduction for fair-market value of property
  3. IU Health Foundation may use or sell the property

Benefits

  • Income-tax deduction for fair-market value of property based on qualified appraisal
  • Avoid capital-gain tax on appreciation in value of the real estate
  • Relieved of details of selling property
  • Significant gift to IU Health Foundation

More Information

Contact Us

Marya E. Jones, J.D.
Phone: 317.962.1891
Cell: 317.750.4857
mjones68@iuhealth.org

 

1633 N. Capitol Avenue, Suite 1200
Indianapolis, IN 46202