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Formerly known as Planned Giving Round Table of Arizona

                                           

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September Monthly Program: Charitable Alternatives to 1031 Exchanges

  • 21 Sep 2021
  • 12:00 PM - 1:30 PM
  • Virtual
  • 34 registrants

Registration

  • Contact the Administrative Office for Registration Code Ph: 602-840-2900 ext 1 OR
    email: info@pgrtaz.org
Registration is closed


"Charitable Alternatives to 1031 Exchanges"


Randy Huston, CFP(R)

Executive Vice

President

Yellowstone Trust Administration, Inc.




Tiffany House,

CEPA, CAP(R) 

President and CEO

Gift Planning Institute




Jackie Orcutt

Senior Vice President

CBRE 


Many Donors have been using the 1031 Exchange to avoid taxes on the sale of  their Real Estate.

This session will help Planned Giving Professions and Advisors see the potential for Charitable donations from 1031 Exchange Donors.

  • How do I find these Donors?
  • What are the options when it is time to get off the 1031 treadmill?
  • How will the new tax laws push more Donors to Charitable strategies?
  • Why do Planned Giving Professionals and Advisors need to know the basics of a 1031?

 You will have practical take-aways to help you find more current and  deferred gifts from the 1031 Donor

Huge THANK YOU to this Program's Partner! 

Adele Dietrich, CFRE, CAP(R)

Program approved for one (1) PT    CE credit

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1



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