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Accepting Complex Gifts of Real Estate: A Builder's Guide - Members Only - 12-1pm

Mid-America Charitable Gift Planners

Tuesday, February 26, 2019 from 11:45 AM to 1:15 PM (CST)

Ticket Information

Type End Quantity
Members
For those who are current members of Mid-America Charitable Gift Planners
Feb 28, 2019 Free  

Event Details

Bring your lunch or purchase one at Panera's on Grand. You will have a chance to pose questions to the speaker and discuss with local attendees after the presentation. 

Presenter: Jonelle Beck and Sheila Hard

Date: February 26, 2019

Program Time: 12:00 - 1:00 p.m. 

Our Real Estate Gift Acceptance Procedure Manual was born out of necessity. This webinar will cover each phase of the acceptance process using examples from the recent gift of a retained estate for a term of years. We will take participants step by step from the beginning (initial donor interaction or proposal) through the “finish-line” (recording the deed and beyond). Phase one, the introduction, will cover how to have and document clear and consistent communication with the donor throughout the entire transaction; phase two will define due diligence and explain the importance of receiving conditional acceptance from leadership; and the final phase explains how to successfully close the real estate gift. Significant focus will be given to the importance of continuous donor communication, the gathering of key information and documents using templates, the importance of due diligence including utilizing real estate professionals such as brokers, title companies and appraisers, as well as how to create an organizational work-flow chart and template documents.

Learning Objectives

  • Phase I – Participants will understand why consistent and clear communication with the donor regarding expectations and anticipated outcomes for real estate gift is critical.
  • Phase II– Participants will learn the importance of vetting the potential gift of real estate, performing due diligence and obtaining the conditional acceptance from leadership.
  • Phase III – Participants will learn how to successfully close a real estate gift and how to administer the post-acceptance process.

Speakers:

In her role as Executive Director, Jonelle Beck oversees the planned giving department supporting three University campuses - Stockton, Sacramento and San Francisco. Learn more...

Sheila Hard has over 30 years of experience in charitable gift planning. She began her career in the University of California system-wide Office of Development Policy and Administration. Learn more...

Location: Children’s Mercy Department of Philanthropy located in Crown Center (not hospital). 2420 East Pershing Road, Kansas City, MO 64108 (2nd Floor). The lunch and webinar will be held in the Pamela Miller and Michael Cummings Conference Room.

Directions/Parking: Please park in the garage on the EAST side of Grand; Garage address: 2475 Grand.  It’s the same one you would use to access the American Restaurant or LEGOLAND.  Download Directions

Once you pull into the parking garage, turn left and drive north until you see office doors that lead to the 2400 building. To the right of the 2400 building is the bank of elevators for the 2420 building. Park near the 2420 elevators and take one to the second floor. Our office is to the right as you exit the elevator.

We will validate your parking, so please bring your ticket with you.

You may arrive as early as 11:30 a.m.

Have questions about Accepting Complex Gifts of Real Estate: A Builder's Guide - Members Only - 12-1pm? Contact Mid-America Charitable Gift Planners
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When & Where


Children's Mercy - Crown Center Offices
2420 East Pershing Road
Kansas City, MO 64108

Tuesday, February 26, 2019 from 11:45 AM to 1:15 PM (CST)


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Organizer

Mid-America Charitable Gift Planners

MACGP encourages dialogue among donors, professional advisors, and charity representatives. In addition to monthly programs, we also sponsor the Annual Building Blocks of a Planned Giving Conference, a half-day program is designed to present information useful to those wanting to know more about planned giving. The Council also sponsors virtual seminars and other programs for fundraising and allied professionals with related organizations throughout the area.

  Contact the Organizer

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