Real Estate Gifting Options & Opportunities with Andy Morrison

Join us Friday April 14 for this In Person Program with Andy Morrison.

Andy Morrison, Vice President, KU Endowment Association, will provide details on real estate gifting opportunities and options for donors and your organization.

While the real estate market has slowed down with the increase in mortgage interest rates, there is still plenty of gifting options and opportunities for donors who own primary residences, rental properties, vacation properties, farms, or commercial properties. Perhaps there is a way for donors to gift these assets to your organization, avoid long term capital gains, be eligible to take a charitable income tax deduction, and receive an income stream for life. Or perhaps they would like to gift real estate to make an immediate impact on your mission.

• Are you and your development staff prepared to have these discussions with prospects?

• Are you listening for the ques and asking the right questions?

• Is your organization in a position to analyze the risks and potential rewards and ultimately accept or reject the gift?

Andy will go over the various real estate gifting strategies and vehicles, as well as discuss the due diligence process your organization should implement when presented with these opportunities.

7:30 AM - Breakfast and Networking

7:55 AM - Announcements and Introductions

8:00 AM - Program

Our Presenter - Andy Morrison, JD

Andy Morrison is Vice President for Gift Planning at KU Endowment Association. Andy joined the Kansas University Endowment Association in 2012. Prior to his role at KU Endowment, he was the Gift Planning Director for Saint Luke's Hospital Foundation in Kansas City, Missouri for 15 years, where he also served as President of Saint Luke's Foundation's real estate subsidiary. Andy served as a Personal Trust Officer for Mercantile Bank (now US Bank) for 6 years prior to joining Saint Luke's Foundation. He holds bachelor degrees in English Literature and Education from the University of Kansas and a JD from Washburn University in Topeka, Kansas.

Andy has served on numerous organization's boards and planned giving committees and has served as President of MACGP, The Shawnee Mission Education Foundation, The Mercury Club of Kansas City, The Shawnee Mission East Fund, and the House Corporation Board of the Phi Gamma Delta Fraternity at the University of Kansas.

Recommended for:

• Allied Professionals
• Attorneys
• Boards of Directors
• CPAs
• Consultants
• Estate planning professionals
• Financial Planners
• Nonprofit Staffs
• Trust Officers
• Volunteers