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CANCELED – Deliberate Philanthropy @ Canyon Title Westminster

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Date/Time
Date(s) - 23 May 2017
12:00 pm - 1:30 pm

Location
Canyon Title Westminster

Categories



Real Estate Agents & Mortgage Brokers Shouldn’t Miss This!

 

A property owner who engages in deliberate philanthropy can actually give more to charity without fear of reducing family wealth, and oftentimes can actually increase family wealth.

 

Your philanthropically-minded sellers often meet their charitable giving goals using after-tax dollars. From a tax standpoint, this is the most inefficient way to give because a client can often give more to charities utilizing non-cash assets, such as REAL PROPERTY. However, clients are often hesitant to donate non-cash assets, due to the perception that such a donation will result in less wealth available to the client or their family.
This presentation will review the basics of charitable giving, including an overview of charitable deductions, and provide an introduction to deliberate philanthropy utilizing real property, charitable trusts and other vehicles that can result in significant tax benefits to the client and their family and allow the client to give more to charity. By understanding the basics of deliberate philanthropy, you will help your client have their cake and eat it too.

 

                          Presented by Dylan H Metzner & Sandy Priester

 

 Dylan is a member of the Estate Planning and Tax Practice in the firm’s Denver office. He helps individuals and families with their private wealth planning. Dylan focuses on designing plans to minimize both tax ramifications and family conflict. Dylan assists clients in identifying their family values and goals and developing a strategy to honor these values and goals while protecting their wealth for future generations.

 

 

Sandy  is Co-Founder and Executive Director of LifeSpark Cancer Resources, a Colorado charity that provides healing and support to cancer patients, AND accepts property donations.  LifeSpark is backed by a team of professionals including a top planned giving attorney, leading financial planners, and partners with access to cash and connections that can solve unusual real estate problems.

 

  RSVP today, this class is complimentary and offers 1 CE credits! 

“Lunch included”

Hosted by: Deborah Baker

 


Bookings

Bookings are closed for this event.

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