Save Our Heritage Organisation
Life Estate Agreement
Under a Life Estate Agreement, a personal residence, vacation house or other real property can be deeded to SOHO and the donor retains the right to use the property during the donor's lifetime. The donor also retains the right to any income produced by the property during the donor's lifetime. The donor receives a tax deduction in the year of the gift equal to the value of the remainder interest in the property. After the death of the donor, SOHO receives the property.
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Cash
Charitable Lead Trusts
Charitable Remainder Trusts
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Tangible Personal Property
Legal Defense Fund
Life Estate Agreements
Pooled Income Funds
Securities
Wills and Revocable (Living) Trusts
For more information contact: Bruce Coons, Executive Director
bruce.coons@SOHOsandiego.org
Save Our Heritage Organisation
2476 San Diego Avenue
San Diego CA 92110
Phone: (619) 297-9327
Fax: (619) 291-3576
Copyright ©2006, Save Our Heritage Organisation. Copyright Warning