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

Benefits

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

More Information

Contact Us

Jan Stricklin
Sr. Associate Vice President for Principal & Planned Gifts
jstricklin@pacificu.edu
503-352-2890

 

Forest Grove Campus
2043 College Way
Forest Grove, OR 97116

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