Real Estate and Planned Giving - RECORDING

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

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Participant Fee Partial Approval - $35.00

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Tuesday, 31 December 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

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

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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

6316324033, 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