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Real Estate Gift Opportunities: Overcoming Obstacles  

West Coast Plaza, Costa Mesa, California
June 3, 2016

David Wheeler Newman will be speaking on Real Estate Gift Opportunities: Overcoming Obstacles at the Western Regional Planned Giving Conference presented by the Partnership for Philanthropic Planning.  

In charitable gift planning, real estate can be an ideal asset that should be considered. Frequently, real estate is quite valuable, and assuming that the property has appreciated, it can deliver tax benefits to the donor beyond a charitable deduction, since the donor can avoid or defer the capital gain that would be recognized from a sale of the asset. But, risks associated with real estate – both real and perceived -- have caused many charities to miss out on gifts from this asset class.

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