Planned Giving

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Real Estate

Leave a lasting legacy

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can be a wonderful way to manage tax obligations, support UD and even earn income for life.

Gifts of Real Estate
Real Estate
UD
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Benefits of gifts of real estate

  • Avoid paying capital gains tax on the sale of the real estate.
  • Receive a charitable income tax deduction based on the value of the gift.
  • Leave a lasting legacy to University of Dayton.

How to make a gift of real estate

Your real property may be given to the University of Dayton by deeding all or part of your ownership to the University. Your gift will generally be based on the property's fair market value as established by an independent appraisal and is subject to University acceptance.

It should be noted that certain properties pose gifting challenges. We have a checklist that helps you evaluate the gift potential of a property. Please check with us before making a gift of real estate so we can help you make the smartest gift you can.

Mortgaged Property - Please contact us if the property you wish to give has existing debt or a mortgage. Indebtedness can affect your charitable tax deduction.

Difficult Property Gifts - Certain properties pose challenges. We have adopted policies to limit the acceptance of certain kinds of real estate. Please check with us before making a gift of real estate so we can explain our gift acceptance policies.

Capital Gains Tax - Check with us on the capital gains tax implications of your gift. You may also be interested in life income options.

Retained Life Estate - Did you know that you may be able to give your personal residence or farm to UD and keep the right to live there the rest of your life? This is called a retained life estate and if you make this gift, you may also be able to receive a substantial income tax deduction.

Contact us

If you have any questions about gifts of real estate, please contact us.

How to make a gift of real estate

Bargain Sale — Do you want to make a gift using real estate, but keep some proceeds for yourself? You can do just that by selling your real estate to UD at a discounted price. If you do this, UD will then sell the real estate at full value. The difference between what you sold the property for and what UD sells the property for is treated as a gift to the University and you can support something at UD that you care about. You may also be able to use a bargain sale to start a charitable remainder trust. Contact us to learn more!

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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
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Gifts Through My Will or Trust