Planned Giving

The Counselors of Real Estate (CRE) is pleased to introduce its Planned Giving Program enabling members and other interested parties to formally include The Counselors in their overall estate planning. Any and all gifts are gratefully acknowledged and may be designated by the benefactor to support a specific Counselor initiative, or earmarked for general use as authorized by the Trustees of the CRE Foundation. We invite you to contact The Counselors should you have questions or require additional information on the CRE Planned Giving Program. All inquiries will be held in the strictest confidence.

What is Planned Giving?

Planned giving is a way for a benefactor to provide a structured gift to the recipient of their choice. A planned giving initiative affords maximum flexibility in the type of gift passed to an, entity, or cause the donor wishes to support. Planned giving is increasingly the preferred way to leave a personal legacy and help others.

Through careful planning, the donor may use cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan or annuity, or other asset classes to benefit and fund a designated gift. The key is to engage legal and other professional advisors when contemplating a planned gift within the structure of your estate plan.

Carefully created planned giving programs may provide opportunities to maximize gifts through tax and estate planning vehicles which can increase bequests with little impact on the benefactor’s lifestyle. Planned giving initiatives and options are now very well established and utilized. Together with your advisors, The Counselors will work with you to identify the most appropriate and effective plan for both parties.

Click here to view the CRE Planned Giving Brochure

For further information please contact us using the information below. All communication is strictly confidential.

The Counselors of Real Estate
430 North Michigan Avenue, Chicago, IL 60611
Tel: (312) 329-8427

Attn: Paul Coady, Manager of CRE Services