Planned Giving
Gift of Personal Residence or Farm with Retained Life Estate

How It Works
- Transfer title to personal residence or farm to Worcester Academy
- No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
- Worcester Academy keeps or sells property after your death(s)
Benefits
- No out-of-pocket cost for substantial gift to Worcester Academy
- Federal income-tax deduction for remainder value of your residence or farm
- You (and spouse) can occupy residence for life
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Jen DiFranco
Advancement Director
508.459.6931
jennifer.difranco@worcesteracademy.org
Federal Tax ID Number: 042105855
Worcester Academy
81 Providence Street
Worcester, MA 01604
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