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Retained Life Estates

CLICK HERE FOR A DETAILED EXPLANATION

How it works

  You transfer your residence, farm, or vacation home to Carlow University subject to a life estate.

  You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.

  The property passes to Carlow University when your life estate ends.

Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
  • You can terminate your life estate at any time and take an additional income tax deduction.
  • You have the satisfaction of making a significant gift now that benefits Carlow University later.

More

To learn more about retained life estates, Email us, complete the Information Request Form, or call us at (412) 578-6343 so that we can assist you.




Anita Dacal
Executive Director of Advancement
Carlow University
3333 Fifth Avenue
Pittsburgh, PA 15213
(412) 578-6343
dacalas@carlow.edu




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Carlow University is accredited by the Middle States Commission on Higher Education, 3624 Market Street, Philadelphia, PA 19104. (267-284-5000)
The Middle States Commission on Higher Education is an institutional accrediting agency recognized by the
US. Secretary of Education and the Council for Higher Education Accreditation.