make a donation to JDRF

Related Links

·  Gift illustration  ·  Complete gift description  ·  Is this gift for you?  ·  Gift example

« Back

Retained Life Estate
(Living in a Charitable Deduction)

How it works

You transfer your residence, farm, or vacation home to JDRF 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 JDRF when your life estate ends.

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 JDRF later.

For more information

Email us, complete the personal illustration form, or call us at 1-877-533-4483 so that we can assist you through every step of the process.

Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org

JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.