Every deed,
accounted for.
From the first handshake to the IRS tax receipt — Ledger tracks every donated property, pledged parcel, and gifted estate in a single audit-ready dashboard.
Q4 2026 Portfolio
6 Active Gifts
Q4 Gift Closings
4 of 7 Complete
3 pending review
Whitmore Estate
In Escrow
$2.4M
Properties Tracked
Gift Portfolio Value
IRS Deadline Compliance
Avg. Faster Closing
Core Workflows
How you do it now
vs. how Ledger does it.
Hover any card to see the before and after. Every workflow built for the specific compliance requirements of real estate philanthropy.
Appraisal Tracking
Qualified appraisal deadlines, automated
Your current process
"Tracking IRS 60-day qualified appraisal windows in a spreadsheet with manual calendar reminders"
Deadline Intelligence
Automatic countdown timers on every appraisal. IRS Form 8283 pre-filled. Qualified appraiser credentials verified against IRS requirements.
60
days tracked automatically
Deed Transfer Pipeline
From pledge to recorded title
Your current process
"Emailing PDFs back and forth with title companies, losing track of which version is current"
Single Source of Truth
Every deed document, title commitment, and recorded instrument in one timestamped timeline. All parties see the same current state — no version confusion.
7
transfer stages tracked
Donor Tax Reporting
IRS-compliant acknowledgment letters
Your current process
"Manually drafting acknowledgment letters with correct FMV language, hoping you caught every IRS requirement"
Audit-Ready Documentation
Contemporaneous acknowledgment letters generated automatically with correct FMV language, quid pro quo disclosures, and deduction limitation notices.
100%
IRS requirement coverage
Board-Ready Summaries
Trustee-level visibility, always current
Your current process
"Assembling board packets the night before a meeting by copy-pasting figures from four different spreadsheets"
One-Click Board Packets
Real-time portfolio summaries formatted for trustees. Pipeline status, aggregate valuations, compliance flags, and pending decisions — always current, never assembled manually.
4hrs
saved per board meeting
Deed Transfer Pipeline
Where every parcel
stands right now.
Click any stage to see the full documentation trail. No more "where are we on the Whitmore property?"
Title search ordered. Escrow opened. Environmental review, survey, and any encumbrances documented.
Property
Whitmore Estate
14.2 acres · Westchester County, NY
Gift Officer
T. Whitmore
Target Date
In Progress
Appraised Value
$2,400,000
Comparison Tool
See exactly what
your current process costs you.
Select your current workflow. Watch the risks populate in real time beside Ledger's approach.
IRS Deadline Tracking
Critical Risk
Manual calendar entries, no alerts. Missed 60-day qualified appraisal window = disallowed deduction.
Automatic 60-day countdown from appraisal date. Email alerts at 30, 14, and 7 days. IRS Form 8283 pre-populated.
Appraisal Documentation
Critical Risk
Appraisal PDFs in shared drives with inconsistent naming. Version control is whoever emailed last.
Structured appraisal records: appraiser credentials, FMV, methodology, date — all indexed and searchable.
Board Reporting
High Impact
3–4 hours assembling board packets from multiple tabs. Numbers are stale by meeting time.
One-click board summaries. Live data. Pipeline status, aggregate values, compliance flags — current as of this morning.
Deed Transfer Visibility
High Impact
Status column updated manually when someone remembers. "Where are we on the Kellner parcel?" is a 20-minute investigation.
Five-stage deed transfer pipeline. Every document timestamped. All parties see the same current state.
Donor Tax Acknowledgments
Critical Risk
Template letter in Word, manually edited per donor. Easy to miss quid pro quo disclosures.
Contemporaneous written acknowledgments auto-generated with correct FMV language, disclosure statements, and deduction limits.
See Ledger for your portfolio
Three fields. No sales call required to get started.
Download the Comparison Sheet
A one-page PDF your CFO can read in 90 seconds. Side-by-side comparison of spreadsheet workflows vs. Ledger across 12 real estate gift scenarios.
SOC 2 Type II certified. Your donor data stays private.
Onboarding in 5 business days. No 6-month implementation.
IRS Form 8283 generation included in all plans.