RealGiving Solutions is an innovative, turn-key financial and estate planning platform that offers a seamless solution for:
- Creating customized tax-efficient exit strategies for appreciated real estate using Charitable Remainder Trusts (CRTs). This offers donors a management-free income for life, a charitable income tax deduction, estate tax savings and the ability to create a charitable legacy.
- Evaluating, transferring, managing and monetizing donated, highly appreciated real estate.
- Utilizing existing tax regulations to maximize upfront and ongoing charitable tax deductions, cash flows to donors and inheritance to heirs.
- Complete trust services including oversight of trust creation, trust administration and custodial services.
For owners of appreciated real estate who may be considering a charitable donation involving real estate, but still want current income and tax benefits, a planned giving solution may be the right answer.
Financial advisors seeking information about how to assist clients with the development of charitable real estate giving solutions, can find additional information about how planned giving can help meet their clients' estate planning needs.