Country House of Wulkow in Summer by Curt Herrmann, used with permission (031520)
How H.E.L.P. Works

Happy retirement? You've got H.E.L.P.

The Home Equity Leverage Program is designed to transform and leverage the illiquid asset of home equity into immediate, beneficial and life-long income by making a gift of the asset to an accredited charitable organization.

The home equity leverage program is developed under various guidelines in the irs code

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01

What Are Your Needs?

Share your goals and objectives with your Realtor®. If you need a reference to one, we can help.

02

Asset Assessment

Next is a closer look at your home to identify the options available to you.

03

Expert Evaluation

H.E.L.P. professionals work on creating a custom solution that serves your specific needs.

04

Preliminary Proposal

This preliminary proposal is yours to discuss with any professional or family member you trust.

05

Formal Plan

An accredited charity prepares a presentation about how your gift will be administered.

06

Agreement

With your approval the process to transfer title and deliver all the agreed benefits begins.

there are no obligations to move forward unless and until you agree the plan is right for you

Talk to an expert who will take your specific needs to heart.

Our advisors are trained to listen and carefully note what is most important to you and your situation so they can introduce you to the experts that will best meet your needs.

Tunisian Landscape by August Macke, used with permission (031520)

Understand the value that your hard work has built.

The next step involves getting to know your home. A few simple questions followed by a professional assessment will show you how much equity is present in your property. This establishes the basis for making sure the benefits of H.E.L.P. create the financial and charitable outcomes you desire.

The Barge by Josephine Trotter, used with permission used with permission (031520)

Ensure financial stability and create a charitable legacy.

Once the preliminary information is in hand, we will present it to a team of experts in their fields who will get to work creating options for you to consider where your preferences will be taken into account. The plan will provide details about charitable affiliates, and how much income and/or debt relief you can expect from H.E.L.P. A customized proposal will be presented to you and any family members or trusted advisors of your choosing. The process is always within your control.  There is never any obligation on your part for reviewing your Home Equity Leverage Program options.

 Poppies, Nill Farm by Josephine Trotter, used with permission (031520)
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Reinvent your retirement with the benefits of the Home Equity Leverage Program

PLEASE READ CAREFULLY. This is not intended as a solicitation for an investment vehicle or opportunity.  Pacific Sotheby’s International Realty is a real estate broker only, and is intending only to make you aware of opportunities which may include a home sale.  This website is for informational purposes only.  Before engaging in any of the programs or opportunities outlined in this website, you will be asked to consult with your own legal and financial advisors.