Signature Series: Cash is for Amateurs! AND Enticing Professional Advisors and Gifts of Real Estate

Online registration for this event is now closed. Please email  info@vagiftplanning.org to determine availability.

Our Schedule and Program

• 9:00 a.m. Registration Begins/Member Networking
• 9:30 a.m. Opening Session

Cash is for Amateurs!

Over 95% of the average American’s wealth is held in non-cash assets. Why are we asking for cash gifts when cash makes up less than 5% of wealth, and asset gifts can provide financial, tax, and estate planning opportunities? 

In this workshop, we will explore the psychology of givers and how asset gifts can grow and develop relationships with donors while enhancing the size of their gifts. We will walk through real-life case studies on when donors could accomplish more with gifts of assets that helped their financial and estate planning goals. Then, we will look to match the donors’ objectives with the appropriate gift planning tools through the use of a planned giving tools matrix. Attendees are encouraged to participate and will leave the workshop empowered to talk to their donors about gifting assets. 

Learning Objectives:

• 10:30 a.m. Beverage Break
• 10:50 a.m. Fireside Chat

Enticing Professional Advisors and Gifts of Real Estate 

This conversation will begin with some secrets about advisors that can convert them into charitable advocates. Participants are encouraged to share their experiences, notions, and questions about working with professional advisors. Then, we will explore how diversifying assets, such as real estate, can create a win-win-win outcome for the donor, advisor, and nonprofit organizations. Tips and tactics will be shared, by all, about how to effectuate complex gifts. 

• 11:40 a.m. Lunch and Networking
• 12:45 p.m. Adjourn

This program is approved for 2 hours of CFRE credit.

Our Presenter

Tiffany House, CAP®, CEPA, FCEP, is a tax, estate, and charitable strategist. She works as a consultant with families and helps guide them through intricate situations including transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. She enjoys speaking across the country to professional advisors, donors, charities, and business owners. She is a Chartered Advisor in Philanthropy (CAP®), Certified Exit Planning Advisor (CEPA), and Fellow in Charitable Estate Planning (FCEP).

Registration Fees

• There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
• The nonmember fee is $150.00. Nonmembers can also join now and then register at no additional cost.

Thanks to our Sponsors!