Retained Life Estate Arrangemen

A Retained Life Estate is a unique way to make a meaningful future gift—without giving up the home you live in today.

Here’s how it works:

You transfer ownership of your home or property to a nonprofit like the Fresno Aquarium, but retain the right to live there for the rest of your life.

• You continue living in your home just as you do now
• You remain responsible for taxes, insurance, and maintenance
• You may receive an immediate charitable tax deduction
• After your lifetime, the property supports the mission you care about

For many, this is a thoughtful way to turn a long-held asset into a lasting legacy—while still maintaining stability and control during their lifetime.

It’s a powerful option for those who want their home to do something meaningful for future generations.

As always, talk with your advisor to see if a Retained Life Estate fits your plans and call Tom Lang, executive director, at 559-490-3474 when you're ready to set it up.