What is a gift of real estate or a complex asset?
The minimum gift for real estate, whether it’s an outright gift of real estate, through life estate reserved, or to a charitable remainder unitrust, is $200,000. This minimum is due to the administrative costs associated with accepting and processing gifts of real estate. Exceptions may be made on a case-by-case basis for gifts of condominiums or raw land.
For gifts of complex assets, please
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Our team of charitable gift planners utilizes deep charitable expertise to expand your clients' options and help meet their giving goals. Our collaborative approach will allow you to maintain your current client relationships while we provide the most relevant advice that aligns with your clients' financial priorities.