Retained Life Estate | Philanthropy Works

3 Key Things to Remember About a Retained Life Estate

In order to have an initial conversation with a potential benefactor about an RLE, you need to remember these things:

Retained Life Estate: Who, Why, When

WHO: The benefactors who are prime candidates for using an

Retained Life Estate: Policies and Procedures

From a policy perspective, there a number of considerations your organization needs to take when helping a donor finalize an

Sample Retained Life Estate Agreement

This agreement is just a sample for your reference. It should NOT be reproduced.

AGREEMENT OF LIFE TENANT AND REMAINDERMAN

Retained Life Estate: How to Accept It

All the normal review and gift acceptance procedures for outright gifts of real estate apply to a gift of a

Retained Life Estate: Tax Issues

There are a number of tax considerations that must be taken into account when helping a benefactor plan an

Retained Life Estate: Assets That Fund It

Two words you probably don't associate all that closely: "Generous" and "IRS". And yet, in truth, the IRS has been quite generous in its interpretation of what type of property can be considered for a

Retained Life Estate: How it Works

There are a number of factors that may make an

Real Estate

Do you know what to do if someone wants to make a gift of real estate to your organization? Check out the GPFG to learn more about this great opportunity for many donors and nonprofits.

Retained Life Estate (RLE)

Generally speaking, life estate agreements are advantageous for individuals who desire to spend their final years in their current residence.