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Retained Life Estates
(Gift example*)

You have always loved your home and have no plans to move from it. It has appreciated significantly since you bought it, and today it is the largest asset in your estate. You are considering a gift to the American Cancer Society in memory of your sister but cannot locate an asset that you can part with comfortably.

You decide to donate your house to us, retaining a life estate for yourself and your spouse. You have secured an independent appraisal stating that your house is worth $250,000. The mortgage has been paid off.

Here are the benefits of this gift:

For more information

Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.