Planned Giving

  201-833-3014    |      cdavey@holyname.org

Gift of Personal Residence or Farm with Retained Life Estate

Gift of Personal Residence or Farm with Retained Life Estate Diagram. Description of image is listed below.

How It Works

  1. Transfer title to personal residence or farm to Holy Name
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. Holy Name keeps or sells property after your death(s)

Benefits

  • No out-of-pocket cost for substantial gift to Holy Name
  • Federal income-tax deduction for remainder value of your residence or farm
  • You (and spouse) can occupy residence for life

 

Contact Us

Cathleen Davey
President, Holy Name Foundation
Vice President for Development, Holy Name
201-833-3014
cdavey@holyname.org

Holy Name
718 Teaneck Road
Teaneck, NJ 07666

Federal Tax ID Number: 22-2737143

Back