Last time, we only dipped a toe in the water. We had Javier and Cassie Reyes on, and what unfolded was the beginning of a much bigger conversation—one that touches the messy, magical intersection of generosity and real estate.You see, saying "yes" to a gift of property sounds like the right kind of generosity. But what if that gift ends up creating a financial nightmare for the organization receiving it?That’s why we invited Javier and Cassie back. Because due diligence is what separates a gift from a liability.In today’s episode, we dig deeper. What should you really be checking into before accepting that property? What stories sit with the title company? What about seller disclosures as well as finding an accurate appraisal? What about insurance or the overall condition of the property? And how do you honor the donor’s intent without putting your organization at risk?Let’s explore the questions most people are too polite—or too busy—to ask.

Hidden Real Estate Gold or Huge Headache?Javier and Cassie Reyes crack open a truth we don’t talk about enough: Real estate has huge potential for transformative momentum for most nonprofit organizations. Hidden in every parcel of land is a story, a legacy, and yes, a powerful opportunity for giving. But, hidden gold can often turn into a huge headache without significant due diligence up front. Javier and Cassie are so much more than real estate agents. Specializing in probate and trust sales, this dynamic duo have encountered some fairly challenging transactions. With their guidance, they invite us into a meaningful conversation about how best to approach real estate gifs. Javier Reyes and Cassandra Reyes, based in Beverly Hills, CA, are a highly respected full-service Real Estate Team that specialize in marketing homes and finding the best properties for their clients in Los Angeles, Orange, Riverside, and Santa Barbara counties. With 39 years of combined experience in the industry and over 1300 homes sold, the Reyes Team has earned a solid reputation for delivering exceptional services that cater to the unique needs of each client. Their in-depth knowledge of the local real estate market, combined with their expertisein marketing and property research, makes them a sought-after choice for anyone looking to buy or sell a property in Southern California.If you're looking to sell your home in Los Angeles, Orange, Riverside, and Santa Barbara Counties. It is important to have a solid marketing strategy in place to ensure your property gets noticed by as many potential buyers as possible. To maximize your property's exposure and attract qualified buyers, it's crucial to work with an experienced real estate team that understands the local market and has a proven track record of success. By partnering with a knowledgeable team and leveraging the latest digital marketing techniques, you can showcase your property's unique features and advantages, generate interest from qualified buyers, and ultimately achieve a successful sale that meets your goals and expectations.

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Today’s guest brings a rare and powerful dual perspective.

Liam Dunphy is the owner of a home care company that serves older adults with dignity and compassion—but before that, he was a seasoned planned giving officer helping donors leave meaningful legacies.In this episode, Liam and I dive into what fundraisers need to know about working with elderly donors—especially those who may be vulnerable, isolated, or navigating complex family dynamics.We talk about:

• Handling cognitive decline concerns
• Communicating clearly and respectfully with aging donors
• Ethical stewardship and donor protection
• Building trust without crossing lines

If you work with older donors—or plan to—you’ll want to hear what Liam has to say. Let’s get into it.For more information about Liam, please visit: https://assistinghands.com/For more information about Stillwater Capital Management, please visit: https://www.stillwatercapitalmgmt.com/For more information about Pleiades Nonprofit Advisors, please visit: https://pleiadesnpa.com