Giving Away the House: Turning Inherited Real Estate Into Tax-Smart Charitable Giving
Wed, Sep 23
|Community Foundation of Broward
Turn inherited real estate into lasting impact. Discover how the family home can become a meaningful charitable gift while navigating the tax, financial, and practical considerations along the way.
Time & Location
Sep 23, 2026, 8:00 AM – 9:30 AM
Community Foundation of Broward, 910 East Las Olas Boulevard Suite 200, Ft. Lauderdale, FL 33301
About the Event
Sometimes, the most meaningful gift a family can make is the family home. But when real estate is involved, turning good intentions into lasting charitable impact can be more complex than expected.
Inherited property often comes with hidden costs, tax considerations, family dynamics, and important decisions that can be overlooked until it is too late. At the same time, real estate can offer a unique opportunity to create a meaningful charitable legacy when the right planning and guidance are in place.
Join us for an engaging and interactive discussion exploring how inherited property can become a powerful charitable gift. Our featured speaker, Alexa Rosario, Co-Founder & CEO of Heirloom will examine the potential tax advantages families may miss, why some nonprofits may prefer to receive the property itself, and the practical steps involved in making a smooth and successful transfer.
Whether you work with donors, advise families, or represent a…
Tickets
Annual Membership
Membership with the Planned Giving Council of Broward grants you access to all monthly breakfast meetings, where you can connect with industry professionals, participate in educational programs, gain expert insights on the latest trends in planned giving, and receive a ticket to the annual symposium.
$300.00
Planned Giving Council Member
$0.00
Future Member
$45.00
Non-Member
$45.00
Total
$0.00