Why EquityRock

Charitable organizations have long relied on the generosity of individuals who leave all or a portion of their estates to the charities. That’s the good news. The bad news is that, as a fundraiser or foundation director, you can’t access that donation until the donor is deceased.

EquityRock has a better way. With the REX Agreement, donors can access the equity in their homes and donate to their chosen charity today—in the form of a direct donation or charitable gift annuity. The charitable organization realizes the benefit of the donation in the present, and the donor sees the difference it makes in their lifetime.

Often, individuals who would like to donate do not have the liquid assets to do so. The REX Agreement is a solution for these individuals, as well. Equity loans include interest and monthly payments. Reverse mortgages come with large expenses. The REX Agreement unlocks home equity and with no debt, no interest, no monthly paymentssuch debt. Unlike a Reverse Mortgage, a REX Agreement does not reverse your earned equity.For charitable organizations seeking new sources of financial support, the REX Agreement is a financial tool whose time has come.

Looking for effective ways to meet your fund raising goals? Contact EquityRock here.