Planned Gifts – Real Estate

The D'Youville Foundation will accept gifts of real estate on a case-by-case basis except a retained life estate where by a person lives in their home for life and then it becomes a gift to D'Youville Foundation. The property must be in "saleable" condition when the gift is bestowed.

All real estate gifts are reviewed for undisclosed liabilities. A comprehensive environment audit is required for acceptance. A gift of real estate requires careful planning and discussion. Please seek professional counsel before transferring real estate to charity.

Other considerations:

• If the property is not your residence, you may enjoy substantial tax benefits by donating it.
• Donating proceeds from the sale of property that has decreased in value provides a double deduction. For more information, please contact the D'Youville Foundation Office at (978) 569-1055.