Planned Giving

Gift of Personal Residence or Farm with Retained Life Estate

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

Benefits

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

Contact Us

Crystal Logan, MS, CAP
Director of Planned Giving
503-943-8551
loganc@up.edu

University of Portland
5000 N. Willamette Blvd.
Portland, Oregon 97203-5798
Federal Tax ID Number: 93-0401259

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