February 6, 2019 – Gift Planning with Real Estate Assets

February 6, 2019 @ 12:00 pm – 1:15 pm
Scioto Country Club
2196 Riverside Drive

Gift Planning with Real Estate Assets

Presenter: Mike O’Sullivan

Join us in February for helpful information about creating gift plans based on real estate assets. Mike will share his personal experiences in this area, discuss the various gift plans which can best be funded with real estate and explain the proper way to structure such plans. As we are aware, real estate assets can provide nice gifts but also some challenges in making certain all the i’s are dotted and the t’s are crossed. Mike’s comments and pointers are sure to benefit you in the future when dealing with such gifts.

Presenter bio: Mike has been in philanthropy since 1980, beginning his work in gift planning in 1989. A founding member, past president and current treasurer of our organization, Mike has served as Senior Vice President of Children’s Hospital and the OhioHealth Foundation. He now provides consulting services in planned giving, major gifts and capital campaigns.

Buffet Lunch Provided

RSVP Deadline is Noon on Thursday, January 31

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