Alternative asset transfers: donating real estate as part of a giving plan Planned giving specialists: (888) 228-7320
Real Estate with Causes, the property donation program of Giving Center
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Alternative asset transfers: a wooden house model and a ribbon-bound deed on a banker’s desk beside a city window

Alternative Asset Transfers: Donating Real Estate as Part of a Giving Plan

Advisors increasingly look past cash and stock when clients want to give. Real estate, land contracts, mineral interests and business-owned property are alternative assets that can carry large unrealized gains and ongoing costs. Real Estate with Causes works with wealth advisors, CPAs and attorneys to structure these transfers, from an outright gift to a charitable gift annuity.

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Assets we review

Beyond houses and land, clients often hold assets that do not fit a standard gift.

Land contracts and notes

Seller-financed interests, with installment gain considerations.

Mineral and water rights

Royalty and mineral interests and water rights.

Entity-held property

Property in LLCs, partnerships and corporations.

A wealth advisor walking a couple in their sixties through a printed plan for transferring an asset to charity
A rural Wisconsin crossroads with a farmhouse and barn, a small brick commercial building and a log cabin by the lake

Structures we use

An outright gift is simplest. A bargain sale lets a client receive part of the value. A charitable gift annuity converts property into fixed quarterly income, and a retained life estate lets a client keep living in a home or farm.

We agree the structure in writing with the client’s advisors before any property moves.

For advisors

What we need to evaluate a transfer.

The asset and its title

How it is held and by whom.

Basis and holding period

For the tax comparison.

Client goals

Income, timing, estate or simply being done with it.

Alternative asset questions, answered

Do you work directly with advisors? +

Yes. We regularly work with wealth advisors, CPAs and estate attorneys on behalf of their clients.

Can a gift be combined with income for the client? +

Yes, through a charitable gift annuity or a bargain sale.

How quickly can a transfer be completed? +

Simple gifts in weeks; entity-held or encumbered property takes longer.

Do you accept assets outside real estate? +

Giving Center runs sister programs for vehicles, boats, aircraft, collectibles, computers and domain names.

Who values the asset? +

A qualified independent appraiser chosen by the donor.

We do not provide tax or legal advice. See IRS Publication 526, Publication 561 and the Form 8283 instructions, and consult your own advisor.

Related guides

Bring us the asset and we will review it

Advisors and donors alike: describe what the client holds and we will tell you how it could be structured.

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