Planned Giving
Leave a legacy

Planned giving is an increasingly popular way to give the gift of education. By including a gift to Sacramento State in their estate plans, friends of the University gain the flexibility to provide life-changing opportunities to the students of the future, while enjoying benefits of the present - including potential tax savings and life-income possibilities.
California State University, Sacramento
6000 J Street
Sacramento, CA 95819
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Life Estate Reserved

Life Estate Reserved
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Life Estate
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Life Estate Reserve
You may desire to leave your home or farm to Cal State University Sacramento at your death, but would like to receive a current charitable tax deduction.

A life estate reserved might offer the solution you need!

How a Life Estate Works

You can deed your home or farm to Cal State University Sacramento but keep the right to use the property for the rest of your life. You will be able to make a current gift to Cal State University Sacramento and maintain use of your home or farm.

Benefits of a Life Estate Reserved

  1. You receive a current federal income tax deduction for the present value of the remainder interest in your home or farm.
  2. You preserve your lifetime use and are able to use and control the home or farm while you are alive.

Life Estate Details

  • The life estate can last for your life or your life and another person's life.
  • It is possible for you to make a gift of your property even though there is a mortgage upon the residence.
  • You will be responsible for the maintenance, insurance and taxes on the property.
scriptsknown
Estate Planning 101 Luncheon
Click here for more information on the
Estate Planning 101 Luncheon.
Topics include:
  • Living trust vs. wills
  • Family philanthropy - how it fits into financial good health
  • Probate - can it be avoided?
  • Dispelling the myths about Medi-Cal & preserving your estate