Real Estate

Maximize the impact of your real estate by turning it into a charitable gift that supports the causes you care about.

What to Give

WaterStone offers flexible options for donating real estate. By contributing appreciated property before a sale, you can avoid capital gains taxes and make a lasting charitable impact.

You can donate:
Residential Properties

Investment homes,
vacation properties, and more.

Commercial Properties

Business buildings,
income-producing rental properties, and more.

Types of Land

Farm land, ranches,
undeveloped property, and more.

Give

With WaterStone, you can give a portion or all of your real estate before a sale, unlocking significant tax benefits like a charitable deduction and the elimination of capital gains taxes. Whether it’s a commercial building, residential property, or raw land, your real estate becomes a resource for charitable impact.

Grow

As the proceeds from your real estate gift grow tax-free
within WaterStone’s platform, your original contribution continues to increase in impact. Your real estate transforms into a lasting legacy, benefiting the causes that matter to you well into the future.

Grant

Whether the property is sold or continues to generate income, you can recommend grants to your chosen charities. WaterStone can receive rental or lease distributions from the property, allowing you to support causes you care about. With tools like a Charitable Remainder Trust or Giving Fund, you have flexible options to align your giving with both your charitable and financial goals.

Convert appreciated assets into lifetime income while securing significant tax benefits and supporting the causes you care about.

Simplify your charitable giving with a tax-efficient donor-advised fund that allows you to give strategically and grow your impact over time.

Real Estate Process
1

Preliminary Due Diligence
Evaluation

2

Obtain a qualified appraisal to determine fair market value

3

Transfer Insurance

Once these steps are complete, work with our team of experts to ensure a smooth transfer via warranty deed so your gift can make the greatest charitable impact

Key Benefits

Transform Real Estate into a Lasting Legacy

Tax Efficiency

Eliminate capital gains taxes by donating real estate before a sale, with immediate tax deductions based on the full appraised value.

Flexibility

Donate a partial or full interest in your property without needing an immediate sale, allowing for long-term strategic planning.

Customized Giving

Recommend grants to charities at your discretion, either immediately or over time, to ensure your contributions align with your goals.

Legacy Creation

Convert real estate assets into a charitable legacy, supporting your chosen causes for years to come.

Growth Potential

Proceeds from the sale grow tax-free within WaterStone, enabling you to maximize the long-term impact of your gift.

Get Started

WaterStone Solutions

Giving Strategies

Tailored Strategies to Maximize the Impact of Charitable Contributions

Charitable Trusts

Provide income for life while supporting causes you care about with tax benefits.

Giving Fund

A flexible, tax-efficient way to give now and support your favorite charities over time.

Charity Advised Fund

A way for churches and nonprofits to manage contributions and support their mission.

Download Our Guide to Real Estate Giving

Maximize Your Charitable Impact Today

Charitable Assets

Diverse Asset Options to Maximize the Impact of Your Charitable Giving

Business Interests

Donate business ownership to reduce taxes and support your favorite causes.

Appreciated Gifts

Turn unique assets into powerful, tax-efficient charitable gifts.

Cash & Marketable Securities

Optimize cash and securities for tax-efficient charitable giving.

Are You a Financial Advisor?

At WaterStone, we know your expertise is the key to unlocking your clients’ charitable potential. Our process makes it simple for you to lead the way. While we handle the complexities—from strategy to implementation—you stay in control of their investments. Together, we help your clients achieve their financial and charitable dreams, making you the trusted guide they rely on.

Stephanie Hoff, CPA
Director of Client & Business Solutions

As WaterStone’s Director of Client & Business Solutions, Stephanie’s mission is to generate customized charitable plans that unlock the giving potential of non-cash assets. She is a licensed CPA in the state of Colorado and earned her Bachelor’s Degree in Accounting from Calvin College in Grand Rapids, Michigan. Stephanie grew up in Bloomington, Illinois, but now enjoys living in beautiful Colorado Springs with her storm-chasing husband, Robert, and their daughter, Juniper.