Gift Planning

Gift of Personal Residence or Farm with Retained Life Estate

Diagram Description

Gift of Personal Residence or Farm with Retained Life Estate Diagram. Description of image is listed below.

How It Works

  1. Transfer title to personal residence or farm to UA Foundation
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. UA Foundation keeps or sells property after your death(s)

Benefits

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

 

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Contact Us

Harry Need, CFRE
Senior Director of Philanthropic Services
hwneed@alaska.edu
907-786-4840
Tax ID: 23-7394620

ANCHORAGE OFFICE
University of Alaska Foundation
1835 Bragaw Street, Suite 249
Anchorage, AK 99508
907-786-1111
foundation@alaska.edu

FAIRBANKS OFFICE
University of Alaska Foundation
2025 Yukon Drive, Suite 208
PO Box 755080
Fairbanks, AK 99775
907-450-8030
foundation@alaska.edu

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