Real Estate Investment to Real Estate Impact: Utilizing Delaware Statutory Trusts (DSTs) as a Charitable Giving Option

You may be familiar with the concept of donating real estate to maximize charitable giving potential, but have you considered what may be a more suitable option for disposition of your donor's or client's real estate asset-gifting through a Delaware Statutory Trust (DST)?  Whether it's an investment property, vacation home, or even commercial real estate, making a charitable gift of real estate through a DST can provide significant tax benefits, investment advantages, and mitigation of risks, all while achieving philanthropic goals.  We have had three cases come up in the last 60 days so we thought this might be a timely topic!

Join us this month as we dive into leveraging DSTs as a charitable giving option.  Some of the key topics will include:

  • Considerations for gifting real estate outright vs. gifting real estate through a DST
  • Delaware Statutory Trust Act and Trustee Responsibility 
  • Advantages and disadvantages of gifting real estate through a DST 
  • "The Seven Deadly Sins": The IRS's Prohibitions of Powers of Trustees

This webinar will provide nonprofits leaders, professional advisors, and donors with a comprehensive understanding on how real estate gifts through DST's can be optimized for charitable, financial, and investment impact.

​​Please join Bryan Clontz, Ph.D., CFP®, AEP®, CAP®Ryan Raffin, J.D., CAP® and Sarah Hawk, J.D. on the either dates:

Past Webinar Recordings (charitablesolutionsllc.com/webinars)