Real Estate and Planned Giving - RECORDING

Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]


1. Select Seats

2. Review and Proceed


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Participant Fee Partial Approval - $35.00

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Event Information

Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]

About the Event

A new session devoted entirely to Real Estate and Planned Giving vehicles. We will go through the various issues involved with Real Estate as well as the various giving structure options.

Options that we will cover:

  • FLIP Unitrusts funded with Real Estate
  • Gift annuities funded with Real Estate
  • Retained Life Estates
  • Retained Life Estate as a funding option for a Gift Annuity
  • Bargain sale

About the Organizer

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER View other events

David Madson

Chief Fund Development Officer
Sequoia Living

Derick Perry

Director of Major Gifts
Thacher School

Emma Penick

Sr. Director, Gift Planning & Advisor Relations
The Boston Foundation

Eric Smith

Director of Bequests, New York and New England
The Humane Society of the United States

Isaiah Adona

Director of Communications and Alumni Engagement
Phi Kappa Theta Fraternity

Jared Matthews

Project Manager
BBS & Associates

Kathryn Hofman

Associate Vice President, Planned Giving
Marquette University Advancement

Lawrence Jacobson

Director of Leadership Giving
Philadelphia Ronald McDonald House

Mark Helmus

Senior Vice President for Development
Ball State University Foundation

Meryl Cosentino

Stony Brook University

Rhonda McIlwain

Gift Planning Officer
University of Richmond

Ronald Munger

Gift Planning Officer
The Nature Conservancy

Tom Watson

Regional Advisor
American Bible Society