Kristen Dugdale and Laura Alexander

 

At Kaspick & Company, the average median size of a trust created with real estate is between three and four times that of trusts created with cash and securities.  From talking to our clients, we know that outright gifts of real estate are also generally larger.  However, guiding a donor through a real estate gift can be complicated and fraught with unwanted surprises.  The key to a successful real estate gift (one that involves a happy institution and a happy donor) is to appropriately set the donor's expectations for the journey ahead.  Laura and Kristen will take you on a "guided hike" through real estate gifts, giving you all the information you need to prepare your donor for this exciting and rewarding journey.

 

Learning Objectives:

1. Identify the key principles of effective donor communication.

2. Develop a communications plan for providing appropriate disclosures and keeping a donor informed during the process of negotiating real estate gifts.

3. Describe to a donor in concise and easy to understand terms what to expect during the real estate gift process.

4. To educate donors about important issues and help ensure a smooth, satisfying real estate gift experience.

 

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit