JMP Charitable Management Services
Services and Literature for Real Estate Professionals
An important aspect of planning real estate transactions is knowing when the
client is better served by considering a charitable or partially charitable
disposition that will avoid or minimize capital gains and estate taxes.
- Resources for the real estate professional. The Reference
Edition contains 41 present value examples and discussion that are
designed to bring the complex tax rules into a comprehensible financial
perspective.
- Planning major gifts. We help the real estate professional establish a reputation for sophisticated charitable planning.
- Marketing for the real estate professional.
Our booklet on CRTs can not only be a marketing tool with potential
and existing clients but a time-saver as well. By sponsoring our literature
with a local charity or even in your community, the real estate professional
can promote his or her expertise to wealthy clients while establishing
a reputation for furthering the charitable community. We're aware
of one charity whose CRT promotions consisted mainly of marketing
to apartment owners. Consider distinguishing your firm by making our
helpful literature available to attorneys and CPA firms known to specialize
in real estate, as well as financial institutions with heavy real
estate activity.
- Trust administration. We provide accounting, tax returns and trust reporting, allowing the real estate professional the comfort of knowing the details are in
the care of specialists.
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