Joint breakfast meeting with Central New York Community Foundation: Successful Charitable Gifts of Real Estate
Real estate represents a large portion of our net worth, but it is often one of the last types of charitable gifts to be considered. This session will use case studies to cover the range of options for gifting real estate from basic approaches to creative charitable planning techniques. Attendees will learn to recognize real estate gift opportunities as well as understand the real estate gift process. When used in conjunction with other charitable gifts including life insurance and investments, real estate gifts can maximize the donor’s charitable impact as well as distribute assets effectively to their heirs.
October 28, 2015
7:30 am: CE check-in
8:00 -10:00 am: presentation
Crowne Plaza Syracuse
701 E Genesee Street, Syracuse, NY 13210
A complimentary breakfast will be served. There is no charge to attend.
2 Continuing Education credits approved for:
• Certified Financial Planners (CFP)
• Continuing Legal Education (CLE)- Difficulty of the course is appropriate for both newly
admitted and experienced attorneys.
2 Continuing Education credits pending approval for:
• Continuing Professional Education for CPAs (CPE)
• Life & Health Insurance Certification (CE)
A certificate of attendance will also be provided for PACE reporting for ChFC® and for other self-reported continuing education such as CWS® designations.
Register before October 21, 2015 by visiting http://www.cnycf.org/events. For questions, please call Tom Griffith at 315-422-9538.
About the Speakers
Micheal J. Degenhart is currently serving as the Assistant Vice President of the Office of Gift Planning at The Pennsylvania State University, where he is responsible for the development and implementation of university-wide planned giving efforts for Penn State’s 24 campuses.
Peter Dunn has more than 20 years of experience in the community foundation field working in support of the growth of the philanthropic sector. In 2008, Peter became the third President and CEO of the Central New York Community Foundation in Syracuse