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Giving real estate

Gifts of real estate or appreciated assets are a way to make a difference in our community. Donors can make a gift of commercial or residential real estate, stocks, bonds and other securities to Fresno Regional Foundation and receive substantial financial benefits. There are several different ways to gift real estate. Our staff is happy to work with you and your attorney or professional advisor to help you meet your charitable and financial goals.

Outright gift

If a donor wishes to give the property outright, he or she qualifies for a charitable income tax deduction based on the appraised value of the property.

Retained life estate

If a donor is contemplating leaving a house through a will or living trust, he or she may want to consider giving it now but retaining the right to live in it for his or her lifetime. This gift plan is known as a retained life estate. The donor will continue to pay taxes, insurance and maintenance costs. However, by giving now, a donor qualifies for a substantial charitable income tax deduction in the year that the gift is made.

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