Real estate holdings make up 30% to 40% of the assets of most families facing estate planning, retirement, and charitable decisions. Over the next 50 years decisions will be made regarding the transfer of from $12 trillion to $16 trillion of real estate assets in this country.
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As the population ages, private property owners and their family members are facing decisions about the future of their real estate holdings – vacation properties, second and third homes, investment properties, inherited farms and ranches, principal residences, etc.
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Budget crises, reorganizations, downsizings, expansions and other times of opportunity and challenge require non-profit property managers to think strategically about their real estate needs and their real estate holdings.
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Real estate law and the Internal Revenue Code provide a range of tools to address the conservation objectives of owners of significant land
and of historic properties.
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Dennis Bidwell has been tremendously helpful in educating us all about how to attract significant real estate gifts to Vassar. Our retainer relationship with Bidwell Advisors means Dennis is available for staff training, marketing assistance, meeting with prospects, and coaching our staff on the range of real estate gift structures we should be discussing with our prospects.