Gifts of Real Estate

Your gift of real estate can help give students life-changing opportunities to pursue their passions and make an impact on their communities.

How it works

When you make a gift of property to support the next generation of students, you may also benefit from some tax savings strategies. Below are some common ways to make a gift:

Donate the property outright

This option frees you from the costs and responsibilities of ownership. Generally you will enjoy an income tax deduction equal to the property’s appraised value and eliminate capital gains tax. By giving the gift during your lifetime, it also reduces your future taxable estate.

Receive income for the rest of your life

You can down size your home or convert a real estate investment into an income stream and realize tax saving benefits.

Give your home or farm and continue to use it

Give your home, vacation property, farm or vineyard and receive an income tax deduction while continuing to use the property. If you or your advisor would like to learn more, we will be happy to talk with you or provide illustrations specific to your circumstances.

Include University of the Pacific in your will or trust

Leaving a gift of real estate in your will or living trust is a great way to leave a larger gift than you may be able to make during your lifetime. When you include a gift of real estate in your plans, your estate may be eligible for a charitable tax deduction.

If you have already included a gift for University of the Pacific in your estate plan, please fill out our Letter of Intent so that we may thank you for your generosity and ensure we can use your gift wisely in the way that you intended.

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

agsdi-calculator

Gift Calculator

We are here to help

Office of Estate and Gift Planning

Office of Estate and Gift Planning

University of the Pacific
legacy@pacific.edu
209.946.2294