CPAs and other financial planners: Help your clients faciliate donations of real estate and other non-cash assets.
If you’d like to offer donation services to your financial planning clients but don’t have capacity to handle this on your own, consider a partnership with DonateBeyond who will carry the load of obtaining the information you need to adequately advise your client. You are in the lead and DonateBeyond is there to serve you.
We offer white-label services to asset planners and have deep expertise in:
- Donations of real estate: Commercial, residential and land
- Donations of boats
- Donations of other non-cash assets
DonateBeyond’s team of experts can provide initial consultations and tax guidance for individual situations. If your client decides to go ahead with the donation, DonateBeyond can facilitate the transaction from end to end and make the donation to charity. We make recommendations for charities based on the organization’s effectiveness and area of focus, and also consider the donor’s desires and goals.
Aside from the tax-related benefits of donating to a non-profit organization, the actual process can prove daunting. Even seasoned real estate professionals may not be aware of the various nuances and requirements of a transaction such as this. DonateBeyond is positioned to offer decades of real estate experience to you and your clients to guide you through the transaction with very little effort on your part. We strive to complete transactions in as little as 10 business days.
If this is a partnership that could benefit your clients, we’d love to connect. Fill out the form below and one of our team will be in touch with you shortly.
DonateBeyond operates as a DBA of Ministry Resource Acquisition, Inc. – a 501(c)(3) non-profit corporation.