The asset and its title
How it is held and by whom.
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.
Beyond houses and land, clients often hold assets that do not fit a standard gift.
Seller-financed interests, with installment gain considerations.
Royalty and mineral interests and water rights.


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.
What we need to evaluate a transfer.
How it is held and by whom.
For the tax comparison.
Income, timing, estate or simply being done with it.
Yes. We regularly work with wealth advisors, CPAs and estate attorneys on behalf of their clients.
Yes, through a charitable gift annuity or a bargain sale.
Simple gifts in weeks; entity-held or encumbered property takes longer.
Giving Center runs sister programs for vehicles, boats, aircraft, collectibles, computers and domain names.
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.
Advisors and donors alike: describe what the client holds and we will tell you how it could be structured.