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Hosted by  Charitable Gift Planners of Connecticut

Membership Program - TBA morning topic PLUS Real Estate Charitable Giving

2.75 CFRE CEs are applied for.
 
Meetings are part of the CGPCT membership benefits.  There is no charge for current members to register (register using options at the bottom, or from the email invitation).
 
Guests are $50 (register and pay using the Pay Now button to the right).  Credit cards accepted online only.       
 
 
The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.
 
CGPCT COVID-19 Event Protocols & Policy -  Please note event attendees are not required to wear masks, but can do so at their option. Event attendees are required to acknowledge and accept the terms and conditions contained in our  Covid-19 Liability Waiver and Affirmation of Conduct Restrictions . Submission of your registration is regarded as affirmation of your acceptance in this regard.
 

Thursday, November 14, 2024
9:00 AM - 12:00 PM Eastern Time

Location
Masonicare at Ashlar Village
74 Cheshire Road
Wallingford   CT  
 



Register and pay now by credit card, debit card, PayPal account or mailed check

Member Registration
Guest Registrationi

Agenda

 

Nov 14 2024 9:00AM


TBA



Frank Soler
CEO
 The Fortez Group

Nov 14 2024 10:30AM


Real Estate Charitable Giving


This program will cover the opportunity for gift planners to leverage complex and noncash assets, such as Real Estate, for charitable giving. We will discuss the macro level trends that are driving the growth of noncash giving in the US, and the rationale and benefits of noncash giving. Particularly, we will cover the opportunity to increase gifts from Real Estate, which The Fortez Group views as one of the most underutilized assets in charitable planning. We will explain how real estate charitable strategies be customized to meet income, tax, estate, and philanthropic goals of clients, while mitigating the risk and administrative costs for nonprofits, and providing a growth opportunity for advisors.

Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFRE
Nov 14, 2024 TBA 9:00 A info
Real Estate Charitable Giving Frank Soler 10:30 A info


Registration Fee
Member
Free
 
Non-Member
$50.00