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Wed, Mar 13



Accelerate Your Knowledge: Dive into Accepting Charitable Gifts of Real Property

Join industry experts Theresa Boyer and Terry Kelly for an in-depth exploration of property types, common challenges, tax benefits, and meticulous gift acceptance policies in a single session. Elevate your expertise and readiness for profound conversations with clients and donor! Register TODAY!

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Accelerate Your Knowledge: Dive into Accepting Charitable Gifts of Real Property
Accelerate Your Knowledge: Dive into Accepting Charitable Gifts of Real Property

Time & Location

Mar 13, 2024, 11:30 AM – 1:00 PM

Spokane, 2316 W 1st Ave, Spokane, WA 99201, USA

About the Event

Planned Giving Professional Development Event: Navigating Charitable Gifts of Real Property

Embark on a knowledge-intensive journey with Theresa Boyer and Terry Kelly, renowned experts in planned giving. This session delves into the strategic advantages of charitable gifts involving real property, covering property classifications, common hurdles, tax implications, and precise gift acceptance protocols, complemented by comprehensive checklists. As a participant, you will leave equipped with the knowledge and strategies necessary for meaningful discussions with discerning clients and donors.

Terry M. Kelly

Terry's distinguished educational background includes a cum laude Bachelor of Arts in Business Administration from Washington State University, a Juris Doctorate (cum laude) from Gonzaga Law School, and an LL.M. in Taxation from New York University School of Law. Boasting 36 years in private law practice, specializing in corporate, tax, and estate planning, Terry has honed his expertise in charitable giving. Presently serving as the General Counsel for the WSU Foundation, Terry's insights are integral to this session.

Theresa Boyer

With an impressive 18-year tenure in higher education philanthropy, Theresa has made significant contributions at Gonzaga University, the University of Montana, and Washington State University. Over the past decade, she has led the WSU Foundation Gift Planning team, guiding alumni and friends in crafting legacy intentions and structuring intricate asset-based gifts. As a Spokane Estate Planning Council member and Treasurer of the Inland Northwest Planned Giving Council, Theresa is a respected speaker on the nuanced power of philanthropy through asset-based and estate giving.

This event is tailored for planned giving professionals seeking to deepen their understanding of real estate as a strategic asset for charitable giving. Secure your spot now for a sophisticated educational experience.


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