Real estate is one of the most valuable—and underutilized—assets in charitable planning. Our engaging panel brings together experts in law, finance, and gift planning to discuss how to navigate the complexities of real estate planned gifts – from creative ways to promote and structure them to the nitty gritty of reeling them in. Whether a novice or an expert in gift planning, you will come away equipped with insights to turn donors’ real estate holdings into transformative charitable gifts.

Panelists will provide an overview of common uses of real estate in charitable gift planning, including a look at specific gifts they have brought in. You will also learn more about a strategic technique that is rapidly gaining traction in the planned giving world: the 1031 real estate exchange and Delaware Statutory Trusts.

Many older donors – more than you think -- have significant real estate assets. And many are eager for ways to dispose of these assets strategically. This Lunch & Learn is a wonderful opportunity to add an important arrow to your charitable gift planning quiver – and to be an invaluable resource for your donors and organization, especially as the need for new funding sources becomes increasingly critical.

Registration

• Member – $50.00

• Non-member – $75.00

• Event Sponsor – $500.00