Planned Giving

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Retained Life Estate

Retained Life Estate

 


How It Works

  • You transfer the title to your residence, farm, or vacation home to Fontbonne University and live there for the rest of your life.
  • Continue to live in the property or use it for life or a specified term of years, and continue to be responsible for all taxes and upkeep.
  • The property passes to Fontbonne when your life estate ends.

Benefits

  • You can give us a significant asset but retain the security of using your property for the rest of your life.
  • You receive 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 may receive an additional income tax deduction OR you and Fontbonne may jointly decide to sell the property and prorate the sale proceeds.

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GDPR Privacy Policy

Privacy Policy

Overall Policy

Thank you for visiting our website. We’re pleased to share our policy regarding the use of information received here. Privacy is a matter of concern to us. We are committed to protecting your privacy and the security of the information that you may provide to us.

Personal Information

We do not track individual users. Your email address or other personal information is not collected unless you provide it on a form, survey or application. We will not sell or otherwise make available any personally identifiable information to any organization not directly affiliated with us. We will comply with legitimate government or legal requests as necessary to protect our organization or to comply with laws.

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Updates To Privacy Policy

We may update the privacy policy periodically, and we encourage visitors to review them on a regular basis.

Last revised: June 2015

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