The Quiet Power Behind Purposeful Giving: Real Estate and Donor-Advised Funds
By Scott Woodburn | Realtor® & Real Estate Knowledge Broker
In real estate, not everything is about the transaction. For some of us, it's about legacy. It's about helping people do something meaningful with what they’ve built.
That’s why I specialize in supporting real estate donations through Donor-Advised Funds (DAFs)—a powerful yet often overlooked strategy that allows property owners to turn appreciated real estate into long-term charitable impact.
What Is a Donor-Advised Fund?
A Donor-Advised Fund is a charitable giving account that allows you to donate assets like real estate, receive immediate tax deductions, and recommend grants to charities over time.
For homeowners—especially those managing estates or downsizing—this approach can:
- Eliminate capital gains tax on appreciated property
- Offer income tax deductions based on fair market value
- Simplify estate planning
- Multiply charitable impact
This is not financial or tax advice—I’m a Realtor®, not a CPA or attorney. But if you’re already exploring this option with your advisor, I can help make the real estate side of the process seamless, strategic, and aligned with your giving goals.
What I Do Differently
My focus is on preparation, precision, and partnership.
I guide the real estate portion of the donation—quietly and thoroughly—so that your advisory team can handle the rest. I:
- Coordinate inspections, appraisals, and disclosures
- Manage title work and donation documentation
- Communicate with your CPA, attorney, and DAF sponsor
- Provide premarketing assessments and local market insight
Once the property is ready, I collaborate with the top-performing agents in your area, especially for high-value or luxury homes. They lead the listing and sale. I stay focused on the donation details—ensuring everything flows smoothly, legally, and for the highest possible value to the DAF.
It’s a co-brokered, team-based approach that protects your interests and maximizes your impact.
When Quiet, Steady Guidance Matters Most
My clients often tell me they appreciate how calm and centered I am during complex decisions. That’s intentional.
When you’re making a gift that represents years of hard work, equity, and care—it deserves to be handled with the same thoughtfulness. I serve as a behind-the-scenes guide to help you honor your values, protect your assets, and leave a lasting legacy behind.
Let’s Connect
If you or your client is considering a real estate donation through a DAF—and you're looking for a Realtor® who treats the process with professionalism and purpose—I’d welcome the opportunity to support you.
Scott Woodburn
Realtor® | Zillow Premier Agent
Real Technologies Broker LLC
📞 949-433-7803
