Gifts of Real Estate and Grantor Charitable Lead Trusts
Please join us for a conversation with Colin Nemeth of the Wisconsin Foundation and Alumni Assocation (WFAA) to discuss gifts of real estate and grantor charitable lead trusts, two giving options that can benefit anyone. According to the American Endowment Foundation, real estate comprises 43% of America's total wealth but often only accounts for 3% of charitable gifts. Appreciated real estate can provide unique opportunities to donors which other assets cannot. The presenter will outline the advantages of gifts of real estate and discuss options for making such donations.
A Grantor Charitable Lead Trust (GCLT) is also a great option for charitable planning, despite misconceptions that it is only for the ultra-wealthy. GCLT's are a viable option for the other 99 percent as well. The presentation will also outline the advantages of creating a GCLT and when it might be appropriate for a client.
Colin Nemeth has over 8 years of professional development experience within higher education non-profit fundraising. He has worked as the development lead on behalf of the University of Wisconsin School of Veterinary Medicine, and currently, as an Associate Vice President of Development within the Office of Gift Planning at the WFAA. In addition to outright charitable giving, Colin is an expert in more complex charitable strategies including charitable life income arrangements (remainder trusts, gift annuities, lead trusts), charitable options with life insurance and gifts of tangible personal property. He is the primary point person for real estate gift acceptance and management within the WFAA. In his non-profit fundraising career, he has raised in excess of $170 million.
Menu
Cherry Walnut Salad
Mixed Greens, Red Onion, Toasted Walnuts, Dried Cherries, Feta Cheese, Poppy Seed Dressing
Baked Haddock
Mashed Potatoes, Sauteed Spinach, Lemon Butter
Jennifer Bogli CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.
Mohr CPAs LLP
10361 Innovation Drive Suite 150, Milwaukee, WI 53226
Email: jbogli@mohrcpas.com
Phone: (414) 244-9942
