Charitable Gifts of Real Estate: Using the Guest Technique to Change the Risk Equation

Thursday, November 19, 2020
12:00 - 1:00 PM

Virtual Offering

How can real estate, which represents the single largest asset class for U.S. households, be gifted to charity to support their mission while helping donors with issues like retirement income, downsizing, tax deductions, and legacy creation? Whether you are an advisor, development director or have a personal interest, learn how a little-known closing technique can isolate risk for the charity and open the door to an opportune asset class for charitable giving.

Presenter:
 Cathy R. Steinhafel, JD
 Senior Director of Development, Planned Giving
 Marquette University
 Cathy helps alumni, parents and friends make lifetime and legacy   gifts unique to their philanthropic passions, with expertise in   complex gifts involving real estate, closely held business interests   and other non-cash assets. Cathy joined Marquette’s Office of Planned Giving in 2009; her prior experience includes gift planning at the Greater Milwaukee Foundation, private legal practice, in-house bond counsel at a national trust company and corporate governance law and capital campaign management for local non-profits.