FOR REALTORS AND OTHER PROFESSIONALS

To: Broker Update
From: Bill Riker, Don Bieber - Planned Giving Consultants, LLC

Ed Bello, CCIM, just received $6,151.25 for his work with the Partnering with Realtors Program and he received a $1,500,000 listing.

What is the Partnering with Realtors Program?

• We are looking for owners of properties with large potential capital gains, with little or no mortgage (25% or less). Ideal candidates have a low basis and small return on their investment.
• We will pay a 1% fee to Brokers upon acquisition of a property and then turn around and re-list it at fair market value so you can earn two fees. We are building a large real estate endowment for a nationwide, non-profit healthcare system with substantial resources at our disposal.
• Your client can benefit by: No capital gains tax on sale of asset; income source for life or a term of years; substantial charitable income tax deduction. Removes asset from the estate which avoids inheritance tax to heirs. In many cases, your client will realize more cash from a properly designed charitable trust program than by the sale or exchange of an asset with a low basis. Perfect for older owners who want to get rid of management hassles. There is very little cost to your client because the institution pays the set-up and administrative costs.

Identifying highly appreciated properties is a key to this program !

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