Accelerate Your Knowledge: Dive into Accepting Charitable Gifts of Real Property
Wed, Mar 13
|Spokane
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!
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…
Tickets
Guest Ticket
$35.00
+$0.88 ticket service fee
Sale ended