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How to Give » Retained Life Estates
This is the right giving vehicle for you if you:
- Own a primary residence, a second home, or a farm
- Do not wish to dispose of such property in your estate
- Wish to continue to use the property for your lifetime
- Can continue the upkeep of the property, including maintenance and taxes.
Minimum Contribution Required: Deed of property; $100,000 minimal appraisal value
This vehicle can be funded with the following asset(s): Real estate
The remainder from this planned gift can be designated to: Area of Greatest Need; Scholarships; Professorships; Endowment; and the Conservatory.
Taking the next step:
To learn more about retained life estates, please contact the Gift Planning staff at gift.planning@oberlin.edu or 440-775-8599. We also encourage you to fill out the request for more information form so we may better assist you.
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