Gifts of Insurance and Gifts of Real Estate

When:  Oct 6, 2021 from 08:30 AM to 10:00 AM (ET)
Associated with  AFP OH, Northeast Ohio Chapter

LEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2021.

The series will be presented at the basic level. Building upon the information presented in previous classes, each type of planned gift will be reviewed in detail, and then new information about additional techniques will be added. The instructors will walk you through how each new technique works and how it fits into the donor’s estate plan. Marketing techniques will also be discussed.

AFPNEOThis is a great opportunity for staff members who are new to planned giving to learn from the experts, or for seasoned staff who just want a refresher course. 

Members of LAL/AFP save $10 per session. Each session has been submitted for 1.5 CFRE credits/7.5 credits total.

Breakfast from Panera's will be provided at each session.

Gifts of Insurance and Gifts of Real Estate

The first Instructor will discuss how and why you would gift an insurance policy to a charity, including the benefits to the donor as well as to the charity that owns the insurance policy on the donor’s life. What are the risks to the charity? Which is better: gifts of existing policies or gifts of new policies? Pros and cons are discussed.

The second instructor will discuss using real estate as a charitable gift. He will review using residential, vacation homes, commercial property, and raw land as a charitable gift. What are the concerns that need to be addressed with each choice? Who is responsible for the appraisal? He will also discuss life estates, bargain sales, appraisals, and CERCLA regulations.

Instructors: 

  • Dell Judd, Financial Advisor, Vantage Financial Group
  • Greg Bean Esq., Attorney - Estate Planning & Probate Group, Stark and Knoll

 




Location

Huntington Bank Training Room
3421 Ridgewood Road
Fairlawn, OH 44333
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Contact

Liz Ganocy, Project Director, LALSPM
330-990-5027
liz@leavealegacyspm.org