Gift of Personal Residence or Farm with Retained Life Estate

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

Benefits

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

More Information

Contact Us

Angela Tallo Lang '05
Director of Planned Giving and The Wheeler Society
(315) 781-3545
LANG@hws.edu

 

Hobart and William Smith Colleges
Attn: Angela Tallo
300 Pulteney Street
Geneva, NY 14456
Federal Tax ID Number: 16-0743040

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