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Central Ohio Chapter Cancellation and Refund Policy:  Charitable Gift Planners of Central Ohio reservations may be cancelled until the RSVP deadline with a full refund.  After the RSVP deadline no refunds will be issued,  however, you may send a substitute guest.

Nov
4
Wed
November 4, 2020 – Gifts of Real Estate @ Zoom Meeting
Nov 4 @ 12:00 pm – 1:15 pm

Gifts of Real Estate

Timothy Prosser, JD

November 4, 2020

Real estate – including residential, commercial, and farm property – can be an important part of your organization’s gift pipeline.  While real estate-funded life income gifts can be complex, these gifts also tend to be larger on average than gifts of cash or marketable securities, and therefore worth the extra time and effort required to discover, qualify and close them.  In this case study, we will discuss a charitable remainder unitrust funded with Colorado farmland to benefit a private college in the Midwest.  This gift faced numerous obstacles along the way, due to the nature of the property involved and the particular objectives of the parties.  Let’s see how a motivated donor, dedicated planned giving officer, and qualified professional advisors worked together to resolve these issues and create a watershed gift for the college.

Timothy Prosser, JD, Relationship Manager, TIAA Kaspick
Mr. Prosser joined TIAA KASPICK in 2009 with nearly 20 years of experience in legal practice and financial services.  Prior to joining TIAA-CREF Trust Company in 2000, Mr. Prosser practiced law in the areas of estate planning, estate and trust administration, charitable giving, and business succession planning with the firms of Sonnenschein Nath & Rosenthal and Armstrong Teasdale Schlafly & Davis in St. Louis.  Mr. Prosser served on the board of the National Association of Charitable Gift Planners and was chair of the CGP National Conference.  He is a past board member and president of the Saint Louis Planned Giving Council, and recipient of the Council’s Founder’s Award.  He is a frequent speaker on charitable and estate planning topics.  Mr. Prosser received his JD and MA degree in Public Administration from St. Louis University, and his BA in Russian Area Studies from Loyola University, New Orleans.

RSVP Deadline is Noon on Monday, November 2