Estate: How It Works
The core traits of an estate gift can be summed up in terms of benefits to a) the donor and b) your organization.
Welcome | Log In
Gift Type
Real Estate
Do you know what to do if someone wants to make a gift of real estate to your organization? Check out the GPFG to learn more about this great opportunity for many donors and nonprofits.
Gift Vehicles
Understanding the ins and outs of the gift vehicles available to you and your donors is incredibly valuable to your work as a gift officer.
Why? Well, one big reason is taxes: A gift that's made by transferring an asset other than cash generally has a greater tax benefit for the donor.
Retained Life Estate (RLE)
Generally speaking, life estate agreements are advantageous for individuals who desire to spend their final years in their current residence.
Charitable Remainder Trust (CRT)
The dictionary definition: A Charitable Remainder Trust (CRT) is a special tax-exempt
Deferred Payment Charitable Gift Annuity (DPCGA)
A DPCGA offers potentially significant tax benefits to the donor, so the smart move is to make sure the donor's aware of it.