Real Estate Gifts: A Report from Practitioners in the Trenches

Real Estate Gifts – A Report from Practitioners in the Trenches As real estate gift activity continues to increase – especially at institutions actively promoting their interest in real estate gifts – more and more professionals are concentrating on the growing field of real estate gift planning.  In my work, I often confer with colleagues … Read more…

Real Estate Gifts and Non-Profit Retirement Communities

October 11, 2010 I have recently had occasion to work with several non-profit retirement communities, helping them attract and structure real estate gifts.  My experience with such communities is that their residents may have disposed of their primary home (though some still own them), but many of them continue to own a summer home on … Read more…

The Buy vs. Lease Decision

October 7, 2010 I am a fan of the work of the Nonprofit Finance Fund.  Through consulting services, financing, and advocacy, they help all sorts of nonprofit organizations stay in financial balance, so that they’re able to successfully adapt to changing financial circumstances — in both good and bad economic times — and grow and … Read more…