Let’s Make An Impact Together

DONORS

Understand your options to use your property for impact.

NONPROFITS

Understand how we partner with you and the resources we can provide.

ADVISORY PROFESSIONALS

Discuss how to elevate your practice and help clients make an impact.

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Service interests

Please select the services you are interested in:
I am a donor looking to understand my real estate charitable giving optionsI represent a nonprofit seeking a partnership with your firmI represent an advisory team seeking a partnership with your firm

Real Estate Charitable Giving

What type of asset are you considering donating?
Primary ResidenceInvestment PropertyBusiness Owned PropertyNon-Primary Residence (e.g., Vacation Home)Other

Please provide the address to the asset(s) you are considering donating:

Address	City	State	Zip	Owned by	Owned In
				Owned by	Owned in
				Owned by	Owned in
				Owned by	Owned in

List more properties

Address	City	State	Zip	Owned by	Owned In
				Owned by	Owned in
				Owned by	Owned in
				Owned by	Owned in

What do you hope to accomplish with your gift? Click all that apply.
I want to maximize the tax deduction I receive with my giftI want to defer capital gainsI want to use this as a tool within my estate planning processI want to maximize the size of my giftI’m not sure, I just want to learn my optionsOther

What nonprofits or causes are you considering supporting?

Please tell us anything else about the asset, your interests, or motivations that will help us prepare for the conversation

Name of nonprofit

Name of firm

Is there any additional information or specific questions you have related to our services that you would like to share?

Personal information

Name*

Phone number*

Email address*

Street address

City*

State*

Zip code*

Age

By submitting this form, you consent to us contacting you to discuss your needs and interests.
I agree