Planned Giving

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

Benefits

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

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