Retained Life Estate (Living in a Charitable Deduction)

How it works

	You transfer your residence, farm, or vacation home to the University of Colorado Foundation 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 the University of Colorado Foundation 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 the University of Colorado later.

For more information

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

University of Colorado Foundation
Gift Planning Group
4740 Walnut Street
Boulder,Colorado 80301
(800) 405-9488 | Fax: (303) 541-1397