Gift Planning

Real Estate—Outright Gift

Outright Gift of Real Estate Diagram

How It Works

  1. Transfer title of property to SHELTER, Inc.
  2. Receive income-tax deduction for fair-market value of property
  3. SHELTER, Inc. may use or sell the property

Benefits

  • Income-tax deduction for fair-market value of property based on qualified appraisal
  • Avoid capital-gain tax on appreciation in value of the real estate
  • Relieved of details of selling property
  • Significant gift to SHELTER, Inc.

More Information

Contact Us

Julie Clemens
Director of Development
925-957-7572
Julie.Clemens@shelterinc.org

 

SHELTER, Inc.
1333 Willow Pass Road, Suite 206
Concord, CA 94520

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer