Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]
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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
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:
Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.
Chief Fund Development Officer Sequoia Living
Director of Major Gifts Thacher School
Sr. Director, Gift Planning & Advisor Relations The Boston Foundation
Director of Bequests, New York and New England The Humane Society of the United States
Director of Communications and Alumni Engagement Phi Kappa Theta Fraternity
Project Manager BBS & Associates
Associate Vice President, Planned Giving Marquette University Advancement
Director of Leadership Giving Philadelphia Ronald McDonald House
Senior Vice President for Development Ball State University Foundation
6316324033 Stony Brook University
Gift Planning Officer University of Richmond
Gift Planning Officer The Nature Conservancy
Regional Advisor American Bible Society
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