Real Estate Planned Gifts Basics – with Carolyn Stiles 12/1

The likelihood that you will be presented with an opportunity for a gift of real estate to your organization is increasing every day.  Whether new to gift planning or a seasoned gift officer, Real Estate Planned Gifts Basics is designed to provide you with practical tools necessary to uncover a gift of real estate and navigate the process to a successful end.   We will start with techniques for starting a conversation with a donor and spend time examining a list of important questions to ask during the initial stages of a real estate gift.  We will walk through the due diligence required, including when it is appropriate to use outside professionals and who pays for the services.  We will also discuss the various planned gift structures that can be used for a gift of real estate.

DATE: Thursday, December 1, 2016

LOCATION: Fireside Inn & Suites, 25 Airport Road, West Lebanon, NH

TIME: 1:45 p.m. Registration begins; 1:45-2:30 p.m. | Social Time/Networking | 2:30-4 p.m. Presentation

COST: PGC Members and guest: Free; Non-members: $40/person

REGISTRATION: Please send an e-mail to pgc@sover.net with your name, the name of your organization, and your contact information. If you are bringing a guest, please include his/her name and contact information.

Register soon, space is limited

Presented by the Planned Giving Council of NH & VT.

 

 

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