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• Navigating Charitable Gifts of Real Estate with Confidence

  • When
    September 17, 2025
  •  
    12:00 PM - 1:30 PM
  • Location
    PSA Financial [11311 McCormick Rd., Ste 500, Hunt Valley, MD 21031 - Potomac Room]

  Register

  Real estate is one of the most valuable—and underutilized—assets in charitable planning. Our engaging panel brings together experts in law, finance, and gift planning to discuss how to navigate the complexities of real estate planned gifts – from creative ways to promote and structure them to the nitty gritty of reeling them in. Whether a novice or an expert in gift planning, you will come away equipped with insights to turn donors’ real estate holdings into transformative charitable gifts.

  Panelists will provide an overview of common uses of real estate in charitable gift planning, including a look at specific gifts they have brought in. You will also learn more about a strategic technique that is rapidly gaining traction in the planned giving world: the 1031 real estate exchange and Delaware Statutory Trusts.

  Many older donors – more than you think -- have significant real estate assets. And many are eager for ways to dispose of these assets strategically. This Lunch & Learn is a wonderful opportunity to add an important arrow to your charitable gift planning quiver – and to be an invaluable resource for your donors and organization, especially as the need for new funding sources becomes increasingly critical.

  Moderator 

  Richard Letocha

  Richard Letocha assists donors to Johns Hopkins University and Medicine with bequest intentions, life incomes gifts, gifts of tangible personal property, and gifts of real estate. He has prior experience in wealth management, trust and estate administration, and law firm practice, and is a Past President of the Chesapeake Planned Giving Council. He received his Chartered Advisor in Philanthropy ["CAP"] certification in 2024 and co-leads a virtual mid-Atlantic CAP study group.
  

  
  Featured Panelist 

  John Bishop 

  John is the Vice President of Philanthropy for Cornerstone Real Estate Investment Services.  He is a Registered with WealthForge which is based in Richmond, Virginia.  His primary focus is in the area of developing strategies for accessing the wealth that is in highly appreciated real estate as a source of philanthropy in support of hospitals, colleges and universities, charities and faith based non-profits.  John has over 40 years’ experience in providing real estate income solutions for both public and private real estate investors. John was instrumental in launching one of the country’s largest real estate investment sponsors that eventually listed on the NYSE.

  Mr. Bishop joined Cornerstone to help expand the company’s capability to provide education and training to the non-profit world on ways to expand and stabilize their fund raising capabilities. John has combined his passion for investment real estate and philanthropy by creating a unique asset-based giving solution for non-profits and their donors. By combining traditional 1031 exchanges with Delaware Statutory Trusts (DST) as replacement real estate in an Exchange non-profits can now serve those donors by bringing them a realistic solution to the donor’s capital gains tax issues. This strategy has the potential to transform what would have been capital gain tax dollar into a philanthropic dollar.

  John is a 1965 graduate of the U.S. Naval Academy and was commissioned in the United States Marine Corps following graduation. He served with the Third Marine Division in Vietnam.

  Shari Fleming

  Shari Fleming is a Maryland licensed attorney with a sincere desire to help individuals and families preserve and pass generational wealth while also supporting the causes they love. She is Principal of the Law Office of Shari Fleming, which is a law firm geared towards helping individuals and businesses build, protect, and preserve their wealth and legacy, and its practice areas include business formation/succession planning, real estate, estate planning, and estate administration (trusts and probate). Shari also serves as a Gift Planning Consultant who helps charities strategically plan to accept gifts involving estates, trusts, and other deferred giving opportunities. Shari is a graduate of Lincoln University (PA) and the University of Maryland School of Law. Her post-law school education includes achievement of the designations of Accredited Estate Planner® and Chartered Advisor in Philanthropy®. She founded the Our Legacy Matters community with the purpose of advancing the concepts of ownership, wealth maintenance, wealth retention, and philanthropy, specifically within communities of color, and in 2021, Shari Fleming was named one of The Daily Record’s 2021 Leadership in Law Generation J.D. honorees, due to her dedication to the practice of law and her community.

  Despite her educational and professional experience, she proclaims that her greatest accomplishment is living, working, worshipping, and serving in Baltimore County, MD with her husband of 18 years, 3 daughters, and mother-in-love.

  
  Elisabeth A. Koenig

  Elisabeth A. Koenig serves as the Director of Complex Gifts & Gift Agreements in the Office of Gift Planning at Johns Hopkins University. In this role, she leads the evaluation and acceptance of non-cash gifts—including real estate, tangible personal property, and business interests—working in close collaboration with development colleagues to complete due diligence and manage the processing and formal acceptance of these gifts.  She also partners with leadership to draft and negotiate non-standard or complex gift agreements.

  Before joining Johns Hopkins in 2012, Elisabeth practiced law at several nationally recognized firms, where she focused on estate planning, charitable giving, and federal tax law.

  Registration
  

  Member -$50

  Non-member - $75 

  Event Sponsor - $500  [1-2 minutes of air time before the presentation and has a flyer at the registration table for distribution to each participant.]

  
  

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• October e-Newsletter Advertisement

  • When
    October 14, 2025

  Register

  Expand Your Reach in Our October Newsletter!

  Don't miss the chance to advertise in our October e-Newsletter! Connect with over 350 charitable gift planning professionals and increase your reach to 45+ organizations across Maryland.

  October Advertising Opportunities:

  • Vertical digital newsletter advertisement [300 x 600 pixels] - $130
  • Horizontal digital newsletter advertisement [728 x 90 pixels] - $98
  • Square digital newsletter advertisement [250 x 250 pixels] - $91
  • Logo in newsletter - $98
  • Logo and hyperlink on website for 1 year - $169

  The deadline for purchasing October advertising is September 30. 2025.
  

  View digital advertising details & sizing here
  

  
  

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• Trust, Transparency, and Technology

  • When
    December 03, 2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Zoom

  Register

  Navigating the Planned Giving Journey with Boomers 

  In today's complex donor landscape, understanding the philanthropic psychology of Baby Boomers is key to building lasting relationships and securing planned giving commitments. Both leading and lagging Boomers have distinct preference, yet they share one common desire: to ensure their contributions make a meaningful, transparent impact. As these donors navigate the giving journey, the importance of trust and transparency cannot be overstated. They want to know exactly how their funds will be used, and they seek clarity in how their values align with your mission. 

  While Boomers are deeply engaged in philanthropy, they are also bombarded with marketing messages. The presentation will explore how nonprofits can cut through the noise and effectively reach potential planned giving donors. By understanding the planned giving donor journey, organizations can craft messages and strategies that resonate deeply and inspire action. 

  Technology plays a pivotal role in modernizing donor engagement, allowing nonprofits to provide personalized communication and streamline their outreach efforts. We'll dive into how you can leverage technology to build trust, enhance transparency, and ultimately guide donors along their planned giving path, from first interest to committed support. Whether through data analysis or streamlined communication, technology can help build trust and foster long-term loyalty.

  In this presentation, you will learn:

  • Engage Donors Using Philanthropic Psychology: Understand the emotional and psychological factors that drive planned giving decisions and how to tap into these motivations at different stages of the donor journey.
  • Cut Through Marketing Clutter: Discover how to effectively communicate your message and capture the attention of Boomers amidst the overwhelming noise of today's fundraising campaigns. 
  • Build Trust with Transparency and Technology: Learn how technology can foster trust through personalized interactions and demonstrate measurable impact, leading to stronger, long-term donor relationships.
  • Optimize the Donor Journey: Understand how to map out and guide donors through the planned giving process, ensuring they feel informed, confident, and compelled to raise their hands. 

  By embracing both the psychology of philanthropy and modern technologies, nonprofits can build more authentic connections, earn donor trust, and inspire Boomers to make planned giving commitments that create lasting impact.

  Featured Speaker 

  Nathan A. Stelter 

  The Stelter Company, President

  Nathan Stelter is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more that 1,200 organizations nationally with a staff of over 90 individuals. 

  Nathan's personal goal and charge to his staff, his clients and this industry is to continue to lead by example as Stelter build's marketing programs based on scientific-data, informed by industry-changing research and focused on connecting people, passion and purpose by way of personal philanthropy! 

  Over Nathan's 25-year career in planning giving, he's been fortunate to speak at over 150 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He's been quoted in The Chronicle of Philanthropy, Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is part chair (2023) for the board of the National Association of Charitable Gift Planners (CGP), a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council, member of CGP's Leadership Institute and former co-chair for CGP's National Standards for Gift Planning Success (NSGPS) task force. Nathan also proudly serves on the national board of the Giving Institute. 

  Registration

  Member - $25 

  Non-member - $60 

  Webinar Sponsor - $325 [One slide to promote company] 

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