Philanthropy through Real Estate

The landscape of philanthropy is continuously evolving, with real estate playing an increasingly strategic role in charitable giving. The latest IRS SOI data, released yesterday, revealing $38.5 billion in charitable bequests from estates in 2025, underscores the significant impact of planned giving, which frequently involves real property. How are you advising clients or structuring your own philanthropic efforts to leverage appreciated real estate for maximum impact and tax efficiency? From direct donations to complex trusts, understanding the nuances of these transfers is key to unlocking substantial benefits for both donors and recipient organizations. I'm keen to hear your insights. Source document: IRS SOI, Individuals, Estate Tax Data, published July 30, 2026. (https://www.irs.gov/statistics/soi-tax-stats-upcoming-data-releases) View and join any or all of our communities — AI, quantum, and real estate: https://alex-companies.com/linkedin/groups If there's an AI, quantum, or real estate community you'd like to see us convene, tell us — this portfolio grows by request. MIT, Nvidia, Google & IBM-Trained. Cross Domain-Expert: Quantum, AI, Ethics, Sovereignty, Intelligence, Philanthropy. Solepoint Planning. VUI AI Cloud Architect. AI Certifications Development. Quant/AI Instructor. Castor Venture Club Member. Associate Broker. George Arnold Alexander III Director, ALEX Companies; Associate Broker, Alexander Tiffany Southwest, LLC. +1 713.918.9951 · [email protected]