Real Estate Gift Strategies

As your resource for gifts of real estate, Think of Eric Castongia

My learning about planned giving began in 2010 after meeting Carol Pollock at a Horizons Foundation Seminar. She introduced me to both gift planners at the Academy of Sciences and a professional organization called the Northern Planned Giving Council.

In joining that group, I have enjoyed meeting many non-profit gift planners, as well as other professionals in the charitable giving industry. The collective sharing of knowledge, continuing education, conferences and seminars has been a great addition to my business; empowering me to introduce the concept of donating real estate as both a financial tool, and ultimately, for it’s philanthropic intent.

Specific to gifts of real estate, I have had experience with:

  • Broker’s Opinion of Value
  • Generating a to-do list and budget
  • Organizing and attending inspections
  • Identifying property challenges
  • Outlining strategies for the property
  • Consulting on required disclosures
  • Sales involving Charitable Remainder Trusts
  • Sales involving Life estates
  • Normal sales

My strength has been in local market knowledge, being organized and detailed, and over 20 years of experience in real estate transactions.

Think of me as a resource. I’m happy to meet to discuss your options. If I’m not your guy, I can help find you someone who is.

We relied on his expertise and trusted his instincts

Eric clearly knows his market and guided us on many components in a reassuring and knowledgable way. We relied on his expertise and trusted his instincts as he knew what we (an established non-profit organization) wanted to accomplished. We learned so much from him, too. Eric is a wonderful collaborator and a warm, friendly, and engaging person. In this competitive real estate market, Eric is a refreshing, honest, trustworthy, and philanthropic. I look forward to working with him again.

Doria Leong

An investor interested in trophy properties stepped up and bid a little over the reduced price.

Pricing a 10 unit investment building on Nob Hill for sale was a challenge, given that the it was substantial, well-located and more than five units, which affecting financing. When the building didn’t sell after the first 40 days, a… Read more “An investor interested in trophy properties stepped up and bid a little over the reduced price.”