Part 2! Accelerate Your Knowledge: Accepting Charitable Gifts of Real Property
Wed, Mar 12
|Spokane
Highly anticipated Part 2 with industry experts Theresa Boyer and Terry Kelly! They will continue reviewing best practices to have conversations with clients and donor about accepting property, the common challenges, tax benefits, and meticulous gift acceptance policies. Register TODAY!
Time & Location
Mar 12, 2025, 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
Theresa Boyer and Terry Kelly, renowned experts in planned giving, are returning to share Part Two of 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…
