2018 tax plan

Real Estate and Planned Giving

Recently, a client of mine set up some sort of widget on their website to encourage gifts of real estate – and guess what – we have too many leads, most of whom are not connected to the charity and were just looking online for ways to gift their unwanted real estate.

Apparently, a lot of people have property that they would like to give away (most of which sane charities may reject for various reasons).  But, this phenomenon may be hint to big opportunities being overlooked by most in the fundraising world.

Our latest new webinar – Real Estate and Planned Giving – is scheduled for tomorrow (Wednesday 9/25 at 12 NOON EASTERN).

In this session, we will cover the basics of real estate gifts, and then go through Bargain SalesLife EstatesCRTsCGAs and Lead Trusts as vehicles for creative planned gifts funded with real estate.

Our goal for this session is to expose you the breadth of creative ideas for real estate while showing you how to present these ideas to your donors.

CLICK HERE FOR MORE INFO OR TO REGISTER

Also, our next Planned Giving Boot Camp dates are set:

And, finally, check out the recordings for our recent sessions for September 2019:

  • Interested in our prior webinar: Is the Great Wealth Transfer Finally Here? (my annual search for the $41 trillion dollar wealth transfer as predicted in the mid-1990’s).  In over 50 data slides, I reviewed all of the latest fundraising and planned giving numbers from Giving USA, the VSE, the IRS (focusing on the itemizer question), and updated demographic projections. Just $35 for the recording and PowerPoint (so you can create your own presentations with the data).  CLICK HERE TO PURCHASE THE RECORDING
  • Interested in our prior webinar: Planned Giving for High Net Wealth Prospects?  This is a new session devoted entirely to planned giving vehicle discussions with High Net Wealth individuals (assets of $5 million+). We will go through tax and planning issues facing this level of prospects and offer a handful of new approaches to Planned Giving that should spark their interest in a structured gift.  CLICK HERE TO PURCHASE THE RECORDING
As always, thank you for considering our programs and services!  Please feel free to email me if you have any questions.
Best regards,
Jonathan Gudema, Esq.
Principal, Planned Giving Advisors, LLC
jonathan@plannedgivingadvisors.com
www.plannedgivingadvisors.com

2018 Tax Plan Briefing for Nonprofit Fundraisers

Image result for tax plan hysteria cartoonIn response to the demand for help on this topic, we are offering a webinar briefing this Monday (Jan. 8th at 12 pm) on the new tax bill’s impact on fundraising.

CLICK HERE TO REGISTER!

This session will review the relevant points in the new tax plan that may impact nonprofits and fundraising.

Our approach will be for laymen (i.e. not accountants or tax lawyers). We will keep it simple, understandable, and will focus on practical steps you can take to raise more money in 2018 and beyond as a result of the new tax law.

You should also gain in your confort level with some basic financial concepts should any of these tax items come up in discussions with donors.

Fundraisers and nonprofit leaders – yes – this session is designed for you.

Accountants and tax lawyers – no – join the advanced webinars going around – this one is for the regular folks.