SERVICES
Real Estate for Charities taps into a national network of certified legal, financial and real estate professionals to facilitate a customized donation transaction that meets the highest standards. Real Estate for Charities provides a single point of contact for a donor corporation or charity, handling property within or outside of the United States. This ensures that sound donation decisions are made, utilizing modern investment strategies and trustworthy financial analysis concepts.
A complete range of consulting services include:
Brokerage
In addition to “typical” real estate transactions, Real Estate for Charities can manage the disposition of real estate that is environmentally impacted (i.e. brownfields: property with actual or perceived contamination). By providing practical assistance and technical support for site assessment, remediation planning and regulatory facilitation, Real Estate for Charities can turn a problem into an opportunity.
Furthermore, Real Estate for Charities can facilitate the donation of debt-encumbered properties through the utilization of real estate investment trusts (REITs) that eliminate the risk and issues that typically arise when debt-encumbered property is transferred directly to a charity.
Real Estate for Charities has helped numerous charities realize the benefits of property donations, including:
• Salvation Army
• American Cancer Society
• American Red Cross
• Humane Society, USA
• Muscular Dystrophy Association
• United Way of America
• Diabetes Foundation
Additionally, Real Estate for Charities can provide a single point of contact for charities that want to purchase property through the most beneficial deal structures possible.
Donation Services
For example, Real Estate for Charities can assist corporations in the donation of nonproductive assets so that they might realize significant tax advantages as well as philanthropic goals. Additionally, corporate donations may be used to fund Charitable Remainder Trusts, Corporate Foundations, or even employee retirement programs.
Real Estate for Charities also works directly with charities, providing a single point of contact, to negotiate and manage the complex real estate transactions involved with property donations.
Expertise in 501(c)3 charities and the tax laws associated with them; in addition to its’ network of real estate professionals allows Real Estate for Charities to provide outstanding, comprehensive service to charities and donors of real estate, alike.
Deluxe Motor Coach Donations
First, an owner can receive tax benefits while continuing to use the vehicle for travel enjoyment as initially intended when purchased. A time will come for disposition of the asset. Why not anticipate that event and consider transferring title now to your favorite charity but retain its use as long as you want? This type of arrangement is called a “Retained Life Estate.” Since most luxury coaches can be classified as real estate, they qualify for this type of donation arrangement.
Second, these assets might be more attractive alternatives in meeting your philanthropic goals than cash or stock. You can use the coach’s equity to fund more than one charity through a “spit interest” donation arrangement.
Third, another donation option is called a Donor Advised Fund, which allows you to combine the favorable tax benefits with the flexibility to support your favorite causes.
Property Management
These specialists include Certified Commercial Investment Members (CCIM), and the Society of Office and Industrial Realtors (SOIR). Additionally, the single point of contact that is provided by Real Estate for Charities makes property management easy in every location and situation.
Lease Representation
Consulting Services
In addition to typical consulting services, Real Estate for Charities can advise on the disposition of real estate that is environmentally impacted (i.e. brownfields: property with actual or perceived contamination). By providing practical assistance and technical support for site assessment, remediation planning and regulatory facilitation, Real Estate for Charities can advise clients about how to make a problem into an opportunity.
Furthermore, Real Estate for Charities can advise non-profits about how to safely accept debt-encumbered properties. By utilizing real estate investment trusts (REITs), the risks and issues that typically arise when debt-encumbered property is transferred directly to the non-profit, can be eliminated.
• Certified Commercial Investment Member (CCIM) designation
• Training in 501(c)3 charities
• Memberships in planned giving councils
• Sensitivity to trust issues
• Strong relationships with many affiliated experts
Menu of Consulting Services
- Advise charities on issues surrounding donations of real estate
- Help donors facilitate their gift of real estate to charities
- Provide a network of real estate agents, engineers, title companies and other professionals supporting the transfer of property across the country
- Support efforts to donate international properties by US citizens and corporations
- Support fundraising efforts through printed material, speeches and acting as a member of team with donors
- Link strategic alliance partners into the process so the donor/charity gets a full range of services
- Commit to acting as a single agent in any transaction
- When referrals are requested we will provide three professional names in each discipline from which lists the client may choose the best fit for their purposes
- Lease, sale and purchasing representation
- Market evaluation on most real estate types and strategy for asset protection
- Joint venture renovations and investor capitalization
Training Seminars for Professionals
Corporate presentations will demonstrate concepts such as the advantage of donating nonproductive real estate to a Charitable Remainder Trust that could fund executive incentive packages or employee benefit programs.
Charitable presentations will demonstrate concepts such as the benefit of accepting real estate donations, even when sophisticated transactions are required. With the help of various professional teams that are committed to the charitable sector, real estate donations that were previously disregarded as “too complex” can be accepted.
These training seminars cover topics such as:
• Exploring new opportunities for donating real estate
• Profile of Donation Programs
• Benefits to individual and corporate donors
• Real Property issues
• Types of Real Property
• Case Studies of Donated Properties
• Creative Solutions to Liquidation
Additionally, there are courses that cover industry trends involving repossessed properties, 1031 exchanges, and liquidation of properties donated to charities.
For further information about scheduling a seminar, please call us at 714-815-8889 or e-mail info@realestateforcharities.com.
Keynote Speaker / Panel Member
He has won several national awards for real estate transactions and has been cited as an authority on charitable real estate giving in articles for Forbes, The Wall Street Journal, and The New York Times.
Mr. Magnuson has spoken at numerous non-profit and association seminars and conferences on such topics as “Commercial and Investment Real Estate” and “The Charitable Disposition of Real Estate.” He has also served as moderator at more than 25 national and international real estate marketing and planned giving meetings.
Additionally, Chase has served as an expert panel member at Planned Giving conventions all over the United States.