Making Waves in Fundraising: Real Estate, Stock & Business Interests Gifts

It's time to get out of the kiddie pool of fundraising and attract gifts of real estate and business interests.

Per the Giving USA 2024 statistics, seven percent (7%) of gifts from the top 1% of wealthy Americans come from cash.  Yet, most nonprofits spend most of their time requesting and attracting cash gifts, which has everyone fighting for the same 7% of cash gifts from the “kiddie pool” of assets.  There is no reason that all nonprofits can’t have conversations with their donors about gifts of real estate, stock and business interests (found in the “Big Kids Pool”). Let the Ostara Group help you discuss gifts from the Big Kids Pool! 

Here are two examples: 

• Donors can contribute a portion of their real estate, stock holdings or business interest to your nonprofit BEFORE they sell the asset and they may (a) avoid capital gains taxes from the appreciation of the contributed asset and (b) receive a tax deduction for the gift. 

• Donors can contribute real estate, stock or a business interest into a charitable remainder trust BEFORE they sell the asset and they may (a) avoid ALL of the capital gains from the appreciation of the contributed asset AND (b) receive an income tax deduction.    

For more information on how to broach these topics with donors and how to educate them on their options, please contact us.