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

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