Real Estate and Planned Giving - RECORDING

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

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Participant Fee PARTIAL APPROVAL - $35.00

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

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

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

DM

David Madson

Chief Fund Development Officer, Sequoia Living

DP

Derick Perry

Director of Major Gifts, Thacher School

EP

Emma Penick

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

ES

Eric Smith

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

IA

Isaiah Adona

Director of Communications and Alumni Engagement, Phi Kappa Theta Fraternity

JM

Jared Matthews

Project Manager, BBS & Associates

KH

Kathryn Hofman

Associate Vice President, Planned Giving, Marquette University Advancement

LJ

Lawrence Jacobson

Director of Leadership Giving, Philadelphia Ronald McDonald House

MH

Mark Helmus

Senior Vice President for Development, Ball State University Foundation

MC

Meryl Cosentino

6316324033, Stony Brook University

RM

Rhonda McIlwain

Gift Planning Officer, University of Richmond

RM

Ronald Munger

Gift Planning Officer, The Nature Conservancy

TW

Tom Watson

Regional Advisor, American Bible Society