HNW PHILANTHROPY

DONOR ADVISED FUNDS

REAL ESTATE & LUXURY ASSETS

Doing excellent work drives our philosophy. Instead, of philanthropy being a by-product of success, it is what drives us.

 

It’s simple; we do excellent work and your charity and mission benefit.

 

Our goals are simple, to help make the world a better place.

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We work with HNW individuals that would like to donate/ sell real estate or luxury assets or use sale proceeds to further their philanthropic mission.

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• Provide Innovative fundraising and asset sale solutions for non-profits.

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• Real Estate Sale and Asset Advisory Services for HNW individuals and families that are looking to further their philanthropic missions.

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• Donor-Advised Funds Real Estate Sales

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DONOR ADVISED FUNDS

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• A simple, flexible and tax-efficient way to give to your favorite charities.

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• A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about. 

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• When you contribute cash, securities or other assets to a donor-advised fund at a public charity, you are generally eligible to take an immediate tax deduction.

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• Then those funds can be invested for tax-free growth and you can recommend grants to virtually any IRS-qualified public charity

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• Before you sell residential real estate and donate the net proceeds to charity, consider donating that property directly to a charity for two major benefits:
   

• A potential income tax charitable deduction for the fair market value.

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• A greater gift to charity—charities don’t pay capital gains taxes, so the full value of your gift goes to causes you care about.

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• And there’s a third benefit of donating real estate to a public charity with a donor-advised fund program. The opportunity to recommend how the contribution is invested on a tax-free basis, potentially increasing the amount of charitable support over time.

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• Wealthy donors give for personal and altruistic reasons. In citing the top four reasons for their donations in 2017, 54% of wealthy households said they always gave because of their belief in the mission of the organization, 42% always gave because of their belief that their gift can make a difference, 34% always gave to support the same cause or organization year after year and 32% always gave to experience personal satisfaction, enjoyment or fulfillment.

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• Less than half of wealthy donors have a strategy or a budget in place to guide their charitable giving (49% and 48%, respectively). Those who have a giving vehicle are significantly more likely to have a strategy (75%) and a budget (64%) than the overall respondent group. Older, non-millennial donors are also significantly more likely to have a strategy and budget for their giving than younger donors.

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