- GETTING STARTED WITH A REAL ESTATE GIFTS PROGRAM
- GIFT ACCEPTANCE PROCESS AND DUE DILIGENCE
- MARKETING, OUTREACH AND PROSPECT RESEARCH
- FINANCIAL WORKSHEETS
- OUTRIGHT GIFTS
- BARGAIN SALE
- CHARITABLE GIFT ANNUITY FUNDED WITH REAL ESTATE
- CHARITABLE REMAINDER TRUST FUNDED WITH REAL ESTATE
- RETAINED LIFE ESTATE
- POWERPOINT PRESENTATIONS
- ASSORTED ARTICLES AND PAPERS
- PAPERS BY BIDWELL ADVISORS
- ADDITIONAL RESOURCES
GETTING STARTED WITH A REAL ESTATE GIFTS PROGRAM
Articles:
- Conducting a Real Estate Gift Readiness Audit
- Overcoming Institutional Resistance to Real Estate Gifts
- Three Reasons to Engage Your Board of Directors About Real Estate Gifts
- Ramping Up Real Estate Gift Activity
Documents:
GIFT ACCEPTANCE PROCESS AND DUE DILIGENCE
Articles:
- Drafting Real Estate Gift Acceptance Policies and Procedures
- In Arranging a Real Estate Gift, Use All the Tools at Your Disposal
- Is It Time to Revise Your Gift Acceptance Policies?
- Toward a More “Purposeful” Real Estate Program
- A Donor-Friendly Way to Screen Real Estate Gift Inquiries
- How to Talk Real Estate to a Donor Prospect
Documents:
- Agenda for Gift Acceptance Policies Discussion and Achieving Buy-in
- Sample Real Estate Gift Acceptance Policy
- Real Estate Gift Fact Sheet
- Guide for discussing a possible real estate gift with a donor
- Property questionnaire
- Sample internal gift acceptance memo
MARKETING, OUTREACH AND PROSPECT RESEARCH
Articles:
- Real Estate Prospect Research
- What is the Profile of a Likely Real Estate Donor?
- Thoughts on How to Market a Real Estate Gift Program
- Attracting Real Estate Gifts – What Works
- Making Good Real Estate Gifts Happen
- Spend Your Time on the Right Real Estate Gift Prospects
- Good Real Estate Gifts Happen with a Little Effort
Documents:
FINANCIAL WORKSHEETS
OUTRIGHT GIFTS
Case Study:
Sample Gift Acceptance Letter:
BARGAIN SALE
Sample Gift Acceptance Letter:
CHARITABLE GIFT ANNUITY FUNDED WITH REAL ESTATE
Case Study:
Sample Gift Acceptance letter:
CHARITABLE REMAINDER TRUST FUNDED WITH REAL ESTATE
Sample Gift Acceptance letter:
RETAINED LIFE ESTATE
Articles:
Case Study:
- Gift of Texas Ranch Subject to Retained Life Estate
- Retained Life Estate Case Study: A New York City Coop Apartment
Sample Gift Acceptance letter:
POWERPOINT PRESENTATIONS
- Attracting Real Estate and Other Non-Cash Gifts for Endowment and Stewardship
- Charitable Real Estate Options for Aging Property Owners
- How to Attract, and Close, the Right Real Estate Gifts
- Real Estate Gifts: Twelve Trends
- The Retained Life Estate – An Underutilized Gift
- Vacation Homes and Ranches as Charitable Assets
- Why, and How, to Pursue Real Estate Gifts During Challenging Financial Times
ASSORTED ARTICLES AND PAPERS
Real Estate Gifts Worth Pursuing Now More Than Ever
BY DENNIS BIDWELL, SAVING LAND, LAND TRUST ALLIANCE
Real Estate Gifts: Why, and How, to Pursue Their Largely Untapped Potential in Difficult Economic Times
BY DENNIS BIDWELL, PLANNED GIVING DESIGN CENTER
Handing over the Keys
BOSTON GLOBE SUNDAY MAGAZINE
Converting Real Estate Wealth to Gifts – Opportunities and Challenges
BY DENNIS BIDWELL AND BRYAN CLONTZ, JOURNAL OF GIFT PLANNING
Charitable Gifts of Real Estate – Findings from a National Survey
BY DENNIS BIDWELL, JOURNAL OF GIFT PLANNING
Making the Right Real Estate Gifts Happen
BY DENNIS BIDWELL, PGCALC CALC-U-LETTER
Real Estate Gifts: Trends, Recent Experience, and Recommendations
BY DENNIS P. BIDWELL, PLANNED GIVING TODAY
Charity Begins At Home
CHICAGO TRIBUNE
Giving Where You Live (In These Cases, Literally)
THE NEW YORK TIMES
‘Ever thought about donating your house?’
Donors, estate planners abuzz about property offerings.
BOSTON BUSINESS JOURNAL
Real estate donations gain ground
THE CHRISTIAN SCIENCE MONITOR
PAPERS BY BIDWELL ADVISORS
How to Pursue and Accept the Right Real Estate Gifts
BY DENNIS BIDWELL, CHASE MAGNUSON
Real Estate Gifts: An Important Component of Campaigns in Challenging Economic Times
BY DENNIS BIDWELL
Increasing the Quantity and Quality of Real Estate Gifts to Your Organization
BY DENNIS BIDWELL
Getting Started on a Real Estate Gifts Program
BY DENNIS BIDWELL
The Case for a Real Estate Gift Opportunity Fund
BY DENNIS BIDWELL
ADDITIONAL RESOURCES
Important IRS links:
- IRS Form 8283, Noncash Charitable Contributions
- IRS Form 8283, Instructions
- IRS Form 8282, Donee Information Return
- IRS Publication 526, Charitable Contributions
- IRS Publication 561, Determining the Value of Donated Property
- IRS Publication 523, Selling Your Home
Planned Giving Design Center
Technical information on planned giving issues and links to professional advisors.
National Association of Charitable Gift Planners
Updates on professional issues in gift planning, and information on conferences, seminars, etc. Real estate gift documents from Bidwell Advisors will be available as part of the Essential Assets section of this website.
Land Trust Alliance
Includes a page to help find a land trust or other land conservation organization near you.
American Council of Gift Annuities
Maximum recommended rates for Charitable Gift Annuities.
PGCalc
Current and historical IRS discount rates.