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Gift Annuities Funded With Real Estate
Monday, August 29, 2022, 1:00 PM - 2:15 PM EDT
Category: Webinar
Gift Annuities Funded With Real EstateMany charities simply refuse to accept real estate for a gift annuity because of the risk, but by taking such a conservative position they may preclude some very good gifts. This session shows why a donor, who wants life income from a gift, may prefer a gift annuity and why, in certain situations, a gift annuity may be the only possibility. Then it discusses a number of ways a charity can minimize risk when accepting real estate. Finally, it considers some practical issues related to calculation of the charitable deduction and taxation of payments, and why determination of the actual ownership of the property is important. ACGA Members: $50 / ACGA Non-members: $75
(includes access to the webinar recording) Register NowSpeakers
Frank Minton founded Planned Giving Services, a national consulting firm that was acquired by PG Calc in 2005. Before entering consulting in 1991, he spent over ten years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. He has served both as conference chair and board chair of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners), received its distinguished service award and was inducted into its Planned Giving Hall of Fame. He is a recognized expert on gift annuities and has served as chair of the American Council on Gift Annuities from which he also received a distinguished service award. He is the principal author of Charitable Gift Annuities: the Complete Resource Manual, the co-author of Planned Giving for Canadians, and has made many presentations and published numerous articles on gift planning. |
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Frank Minton, Ph.D.
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