Real Estate
Please note that the information provided is intended for educational purposes only and is not considered legal, accounting, or other professional advice.
Giving real estate to charity may be an appealing option for you if you have property with appreciated value, as it helps you avoid capital gains tax liabilities.
Additionally, it simplifies estate planning, reduces estate tax liability, and relieves ownership expenses and maintenance burdens.
Leave a lasting legacy that supports our mission.
How it works
Contact Todd Mayberry, Executive Director, at Todd@SFHistory.org, to let us know you are interested in donating real estate.
Have the property appraised to determine its fair market value. This will help you determine your charitable deduction for tax purposes.
Work with us and your attorney to transfer the property ownership. This may involve executing a deed, transferring the title, and completing any necessary legal or regulatory requirements.
Claim your charitable deduction on your tax return for the year in which the donation is made, while avoiding income tax on any appreciation in value.
Please contact us before you donate, as there may be some restrictions on the types of property we can accept.
We recommend consulting with a qualified estate planning attorney and a financial advisor to determine if this option is right for you.