NEXT STEPS – REAL ESTATE

1. Gather basic info about the property (address, estimated value, mortgages/HOA).
2. Think about the ministry you want to help and how best to help it. It helps to speak with someone involved in the ministry.
3. Schedule a meeting with our gift planning team to talk about the best option that helps you achieve your giving goal. We’ll help you outline next steps and a timeline.
4. We will help you develop a gift agreement that will indicate how you want the gift to be used and how and when it will be transferred to the ministry. We can help you with this.

Click here if you’re interested in learning more about ways real estate gifts can reduce taxes and even provide retirement income.

If you need help or have questions about making a real estate gift, contact us at 808-973-1111 or [email protected].