Benefits of a Charitable Gift of Real Estate

FOR ADVISORS



1

Converts a Hard Asset to “Assets Under Management” – “AUM”

2

Allows Forward-Looking Estate Planning Through 5 Future Tax Periods

3

Enhances Client Relationships

  • Strengthens Existing Relationships
  • Retains Next Generation (Through Management of DAF Created by First Generation)
4

Adds to Advisor’s Toolbox (Learns an Impactful New Skill)

  • Attracts New Business
5

Shares the Reward

  • “Make Money… Make a Difference”