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 is a 501(c) (3) organization Federal Tax ID: 13-2946970

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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