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Formerly known as Planned Giving Round Table of Arizona

                                           

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Mission: Educate, motivate and empower our community to collectively promote and facilitate charitable gift planning

Vision: We envision an enriched community where leaving a legacy through charitable gift planning is the social norm

Core Values:  Integrity, Generosity, Innovation, Collaboration, Engagement, Community

February Monthly Meeting-“Taking Donors on the Journey Towards a Real Estate Gift”

  • 17 Feb 2026
  • 11:15 AM - 1:00 PM
  • Ability 360- 5031 E Washington Street Phoenix AZ 85034

Registration


February 17, 2025


“Taking Donors on the Journey Towards a Real Estate Gift” 



Kristen Dugdale, JD
Senior Director, Relationship Management
TIAA Kaspick


At TIAA Kaspick, the median size of a charitable remainder unitrust created with real estate is between three and five times that of trusts created with cash and securities.  From talking to our clients, we know that outright gifts of real estate are also generally larger.  However, guiding a donor towards and through a real estate gift can be complicated and fraught with unwanted surprises.  The key to a successful real estate gift (one that includes a happy institution and a happy donor) is to appropriately set the donor’s expectations for the journey ahead.  Kristen will take you on a “guided hike” through real estate gifts, giving you all the information you need to prepare your donor for this exciting and rewarding journey.

Learning Objective:  Issues that arise when donors contribute real estate to a charitable remainder unitrust or make an outright gift of real estate.

Huge Thank You to This Program's Partner!


Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

  602.840.2900 X1




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