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 MSU
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. MSU keeps or sells property after your death(s)

Benefits

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

 

Contact Us

Jeffrey T. Spoeri, J.D.
Vice President for University Advancement
(940) 397-4782
jeff.spoeri@msutexas.edu

Midwestern State University
3410 Taft Blvd.
Hardin 110
Wichita Falls, TX 76308

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