Real Estate Gifts: What Every Nonprofit Should Know

Key Wealth Matters

English - December 09, 2021 20:32 - 11 minutes - 15.8 MB - ★★★★★ - 9 ratings
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Speakers:

Tracey D. Collins, MBA, CFP®, CDFA®, Senior Relationship Manager, Senior Vice President, Key Private Bank

Emily E. Mogen, ACoM, CPM®, National Manager, Trust Real Estate, Key Private Bank

Cynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors

01:33 - Examples of real estate gifts and risks associated with them.02:52 –Other questions that nonprofits should be asking before accepting real estate gifts.3:11 – Gift acceptance policy considerations.04:57 - What are the potential structures for completing a real estate gift?06:44 –Could the proposed tax changes create more real estate gifting in the future?07:27 - What is the pre-planning process before gifting real estate property?08:59 – Key takeaways to help organizations better understand and prepare for real estate gifts.