Education and Training

Complex Charitable Real Estate Gifts: Issues and Solutions

Presenter: Charles O. Mahaffey, Jr., Wachovia National Center for Planned Giving in Winston-Salem, NC. and Allen F. Thomas, The Devereux Foundation, Villanova, PA
(Broadcast date: 3/15/06)

Program Description

This presentation will provide insight to the sophisticated gift planner on the cultivation, negotiation and closing of complex real estate gifts. Special focus will be on the analysis and structuring of real estate to fund planned gifts with the objective of minimizing risks that the unwary charity might otherwise encounter. The topics covered will assume that the attendee already has exposure to and training in the basic issues relating to real estate gifts. Upon completion, the seminar participant will have greater comfort with planned gifts funded by real estate and an enhanced knowledge to make more informed recommendations to the governing board about real estate donations.

Learning objectives for this presentation include:

Learn to structure real estate donations in order to insulate your charity from risks associated with real estate.
Analyze and underwrite the real estate that funds your planned gifts more professionally.
Become more creative gift planners by accepting complex real estate with confidence.

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