Facilitating Charity Services...

AARP (click to read)
"The Foundation looks forward to a long-term relationship with your firm. Together we can benefit our members through the additional funding these gifts of real estate equities provide."

San Diego United Way (click to read)
"you have recently completed a major real estate gifting opportunity that but for your expertise and professionalism would have been lost to the fund."

Our Management Services...

The Salk Institute (click to read)
"Thank you so much for your prompt service recently regarding property which was left to The Salk Institute."

Barrett Planned Giving (click to read)
"In the space of several months, the transaction (a gift of farm land) was handled expertly and with a favorable financial result for my client, who was delighted"

St. Joseph Hospital Foundation (click to read)
"Chases' real estate professionalism and familiarity with charitable gifting techniques makes him uniquely qualified in his field."

EAA - Aviation Foundation (click to read)
"I recommend Chase for his professionalism, resources, attitude, good humor and persistence."

 

Our Speaking Engagements...

Vic Bruno Co. (click to read)
"a new and useful tool that can only enhance their service to clients."

Real Estate Advisors (click to read)
"a refreshing addition to our other continuing education seminars."

American Cancer Society (click to read)
"I took the liberty of perusing the evaluations and YOU WERE ASTOUNDING..."

Peters & Associates (click to read)
"...marks you as a must have speaker for the charities and allied professionals."

Kleinstiver & Associates (click to read)
"Your delivery was of the highest professional caliber...and attendees responded with words like 'extremely informative and superb presentation."