1. Consultation & Qualification
We assess eligibility and project your tax savings based on your income type. You share your financial objectives.
Onboarding
4-to-1 Tax Deduction Onboarding
Once you're ready to move forward with the Donation Benefit Services Program, onboarding follows a fixed sequence so nothing in the documentation chain is left to the end.
Sequence
Eight onboarding stages
2. Engagement & Documentation
We provide the NDA, Master Client Service Agreement, and escrow setup. You execute agreements and fund escrow.
3. Property Acquisition
We handle legal work, title transfer, and insurance for a property with the right pre-appraisal value. Your involvement is minimal.
4. The Hold Period
We manage the property and provide quarterly updates during the mandatory 1-year-and-1-day hold. You hold title, passively.
5. Certified Appraisal
We commission a detailed valuation from an IRC Section 170(f)(11)(e) qualified independent appraiser.
6. Deconstruction & Salvage
We deploy licensed crews and ensure safety compliance while materials are salvaged for reuse.
7. Donation
We manage logistics and secure the receipt as materials go to a qualified 501(c)(3) partner. You act as donor of record.
8. Final Documentation
We deliver a complete, audit-ready tax package. You claim the deduction with your tax professional.
What to gather
What speeds up onboarding
Financial objectives
W-2 income, capital gains, or corporate tax context for your CPA and our team.
Agreement readiness
Ability to execute the NDA and Master Client Service Agreement and fund escrow.
Tax professional contact
Your CPA's contact information so the final documentation lands where it's needed.
Ready to onboard?
Share your financial objectives and we will tell you exactly what remains to open the file.
Schedule Consultation