Gifts of Real Estate Provide Unique Tax Benefits

If you own appreciated real estate, you may face significant capital gains when it is sold. Wheaton has a long history of facilitating real estate gifts – donors receive unique tax benefits while making a meaningful impact gift that will support Wheaton’s ministry.

  • Get an income tax deduction for the fair market value of the real estate
  • Avoid capital gains taxes that would be due at a sale

Gift Planning Diagram

Wheaton can receive various types of appreciated real estate, including:

  • Vacation home
  • Farmland
  • Vacant land
  • Rental property
  • Commercial real estate

Gift Options

  • Give the entire property now – get deduction for full property value
  • Give an undivided partial ownership interest now (and keep/sell the rest)
  • Fund a Charitable Remainder Unitrust – receive lifetime payments and a partial tax deduction
  • Give it now and continue to live in it until your death – get a partial tax deduction now
  • Give it to Wheaton through your estate plan at your death – maintain full control during your life

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The information herein is not intended as legal, tax, or financial advice. Please consult with your attorney, financial or tax advisor for advice specific to your circumstances.