Gifts of Real Estate and Grantor Charitable Lead Trusts

Date: Wednesday, March 4, 2020
Time: 5:00pm - 7:00pm
Location: University Club of Milwaukee
Speaker: Russ Austin and Colin Nemeth

Please join us for a conversation with Russ Austin and 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 Endownment 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 presenters 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.  

Russ Austin has over eighteen years of professional developement experience working for national, local, and university non-profits.  He is in his fourteenth year as a development director for the WFAA.  At WFAA, Russ has worked on behalf of the UW School of Veterinary Medicine, The UW Carbone Cancer Center, the UW Department of Surgery, and currently is an Associate Vice President in the Office of Gift Planning.  Russ has raised over $125 million in his non-profit career.  He has served on the boards of the Madison Area Down Syndrome Society (President), Foundation for Madison Public Schools, Avenues to Community, and the Madison Mayor Advisors Council.  Russ currently serves as co-chair of the Verona Area School District's Parents of Children with 504/IEP Plans Advisory Counsel.  Russ graduated from UW-Stevens Point with a Bachlors of Arts degree in Business Administration. 

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.  Colin graduated from the University of Wisconsin- Madison earning a degree in Consumer Science with an emphasis in personal finance.  

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

 

         

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