Join us on February 26, 2019 from 12:00 - 1:00 pm. to view and disucss a webinar from the National Association of Charitable Gift Planners. This month they are offering two great speakers, Jonelle Beck and Sheila Hard, covering each phase of the acceptance process using examples from the recent gift of a retained estate for a term of years. They will take participants step by step from the beginning (initial donor interaction or proposal) through the “finish-line” (recording the deed and beyond).
Learning Objectives
Phase one, the introduction, will cover how to have and document clear and consistent communication with the donor throughout the entire transaction;
Phase two will define due diligence and explain the importance of receiving conditional acceptance from leadership;
and the Final Phase explains how to successfully close the real estate gift.
Significant focus will be given to the importance of continuous donor communication, the gathering of key information and documents using templates, the importance of due diligence including utilizing real estate professionals such as brokers, title companies and appraisers, as well as how to create an organizational work-flow chart and template documents.
We are offering this webinar FREE
as a benefit of your Local NACGP membership.
Bring your lunch to the Crown Center offices of Children’s Mercy and learn!
The National Association is offering this Webinar to MACGP member at your desk for $50!
