Retained Life Estates

A retained life estate allows you to literally “live in your gift.”

How Does a Retained Life Estate gift work?

Step 1:  Transfer your residence or vacation home to Safe Horizon but retain a life estate.

Step 2: Continue to live there for life or for a specified term while continuing to be responsible for
all taxes and maintenance.

Step 3: The property then passes to Safe Horizon when your life estate ends.

Retained Life Estates - Benefits to You

  • You receive credit for the donation and an income tax deduction for a portion of the appraised value of the property.
  • You can terminate your life estate at any time and take an additional income tax deduction.
  • You get the immediate gratification of making a significant gift that benefits you now and Safe Horizon later.
Safe Horizon's mission is to provide support, prevent violence and promote justice for victims of crime and abuse, their families and communities.
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