Retained Life Estates

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How it works

You transfer your residence, farm, or vacation home to The Competitive Enterprise Institute 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 the Competitive Enterprise Institute 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 the Competitive Enterprise Institute later.

More

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




The Competitive Enterprise Institute
1001 Connecticut Avenue
Washington, DC 20036
1 202-331-1010