Planned Gift Tech

Jazz Up Your Real Estate Gifting Program

Allen Thomas
Chase Magnuson

thursday, October 3, 10:00 – 11:00 a.m.


This presentation offers creative strategies to identify, cultivate and successfully complete more real property donations to your charity. We will start with the issues of promoting gifts of real estate and developing internal processes for accepting such gifts. We will then transition into more complex examples of planned gifts of real estate, examining the many issues every gift of real property poses. How can your donor receive income from his or her gift of real estate? How can we maximize the donor's tax benefits of the gift when the property has declined significantly in value? What techniques can we utilize when there is an environmental concern? How can we structure the real estate gift to provide some return of capital to the donor? What are the critical issues to address in accepting gifts of real property? How can you insulate your charity from undue risk in a real estate gift transaction? What resources can be marshalled to facilitate and manage the gift acceptance process? We will provide multiple examples of creative transactional structures that will address your donor's goals and enrich your capacity to attract more significant contributions in support of your mission.

Learning Objectives

  1. Enjoy a distinctly greater comfort level with planned gifts funded by real estate.
  2. Use specific knowledge and strategies for reviewing and analyzing gifts of real estate.
  3. Make more informed recommendations to your organization about real estate donations.


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Allen Thomas

President - Thomas Charitable Advisors, LLC

Allen Thomas has served for the past 34 years as a senior executive in the nonprofit community. Allen is President of Thomas Charitable Advisors, LLC, consulting with numerous charitable organizations, providing real estate expertise at both the gift policy level and on a property transactional basis. He previously served The American College as Vice President of Advancement and Devereux Advanced Behavioral Health as Vice President of Planned Giving and Real Estate. Mr. Thomas served as the Planned Giving Officer responsible for all trusts and estates-related gifts and all real estate gifts. Prior to joining Devereux, he worked in the real estate finance groups of Massachusetts Mutual Life Insurance Company and Aetna Life and Casualty Company. Mr. Thomas is a frequent speaker/lecturer on the underutilized gift of real property.Mr. Thomas received a Bachelor of Science in Economics from American International College in Springfield, Massachusetts, and his Juris Doctor from Western New England University, School of Law, also in Springfield. He is a Chartered Advisor in Philanthropy.

Chase Magnuson

Director - Realty Gift Fund

Chase V. Magnuson has over 20 years of substantial experience across the spectrum of real estate transactions, including land development, commercial and residential sales, commercial leasing and property management. He currently is serving as a Director for Realty Gift Fund located in Santa Fe, NM, a qualified 501(c)3, which facilitates gifts of real estate and providing education to other non-profits on techniques used to complete the process. As a consultant he has successfully guided the donations and liquidation of corporate surplus properties to fund various charities and his portfolio of completed transactions includes the exchange of real estate equities for Charitable Gift Annuities, Charitable Remainder Trusts, Bargain Sales, Donor Advised Funds and Retained Life Estates. Chase was previously the Director for Planned Giving, Real Estate, at the George Washington University’s Division of Development. Mr. Magnuson earned a BS from Ball State University in Muncie, Indiana. He holds the elite designation of CCIM (Certified Commercial Investment Member), he is a Certified International Property Specialist (CIPS), a Senior Real Estate Specialist (SRES), and a member of the International Council of Shopping Centers and the Corporate Real Estate Network.