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

Benefits

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

More Information

Contact Us

Sean Grieve
Director of Planned Giving
(215) 237-3899
sgrieve@lawrenceville.org

 

The Lawrenceville School
P.O. Box 6125
Lawrenceville, NJ 08648

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