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Hosted by Planned Giving Group of Connecticut

9:15 am Gifts of Real Estate/Tangible Personal Property; 10:45 am Effects of The Tax Cut and Jobs Act on Charitable Giving

In response to the current situation with coronvirus, PGGCT will continue to provide our members with quality educational offerings as online webinars. Once you are registered, you will receive a direct an email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar rules. Stay home, stay safe.   

 
1 CFRE CE is approved.  

Thursday, November 14, 2019
9:15 AM - 12:00 PM Eastern Time

Location

Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
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Map for Location



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Guest Fee $50.00
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Retired or In-between Jobs $30.00
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Agenda

 


Paul Williamson
TIAA Kapsick- Boston

Nov 14 2019 9:15AM


Gifts of Real Estate/Tangible Personal Property


Most life income gifts are funded with cash or appreciated publicly-traded securities. However, donors today own a much wider range of assets, many of which are very valuable—real estate, closely-held businesses, and tangible personal property to name a few. In this session we’ll discuss some of the opportunities and issues that gifts of these alternative assets present to gift planners.



Ellen G. Estes
Planned Giving Consultant
Estes Associates

Frank Estes
Principal
Estes Associates

Nov 14 2019 10:45AM


Effects of The Tax Cut and Jobs Act on Charitable Giving


Has the new tax law affected our find raising results so far? If so, how? For better or worse?
We will also discuss some of the gift options that may solve problems or present opportunities now for our donors and our organizations.



Registration Fee
Member
No Charge
 
Non-Member
$50.00