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Real Estate Planned Giving

Real Estate Planned Giving

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How we partner with Donors

Our mission is to help giving gifts of real estate fit the unique needs of every donor.

When a donor engages us, they receive an education on how and why giving real estate can make sense for their unique properties and circumstances. We also work with their existing advisors, such as estate planning, tax, and financial advisors to forecast the impact of the gift, review and assess property level information, and then coordinate all the various steps required to complete the gift.

Real Estate Planned Giving

Maximize Your
Giving Impact

Outright Gifts
A donor using this option likely wants to maximize the impact of their gift and the associated tax benefits, and no longer needs use of the property.

Benefit

Tax Deduction & Capital Gains Avoidance

Balance Giving
With Income

Partial Gifts, Bargain Sales, Partial Cash Payments
A donor using these options may have a mortgage on the property or wants to retain some residual real estate investment.

Benefit

Tax and Income Impact Varies

Generate Income & a Lasting Legacy

Charitable Trusts (e.g., CRTs)
A donor using this option likely desires some level of income from the proceeds, but wants to leave behind a charitable legacy.

Benefit

Tax and Income Impact Varies

Benefit

Tax Deduction & Capital Gains Avoidance

Benefit

Tax and Income Impact Varies

Benefit

Tax and Income Impact Varies

Real Estate Planned Giving

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