Philanthropy through Real Estate

Did you know that only about 4% of U.S. wealth is held in cash? This insight from the Lilly Family School of Philanthropy highlights a critical opportunity for philanthropy: leveraging non-cash assets. For many, real estate represents a significant portion of their wealth, yet it's often overlooked in charitable giving strategies. By understanding the mechanisms of donating appreciated real property—whether through donor-advised funds, charitable remainder trusts, or conservation easements—donors can unlock substantial philanthropic capital while realizing significant tax advantages. This approach not only maximizes the impact of their generosity but also aligns with sophisticated financial planning. What strategies have you seen effectively deployed in non-cash giving? This carousel draws on insights from "The Untapped Opportunity of Non-Cash Giving with Jeremy Wells" from the Lilly Family School of Philanthropy's First Day Podcast, accessed via their website: https://philanthropy.indiana.edu/news-events/first-day-podcast/index.html 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]