Charitable Giving with Real Estate

  • July 10, 2018
  • 12:00 PM - 1:30 PM
  • St. John Neumann Church, Seelos Hall - 620 North Bestgate Rd., Annapolis, MD
  • 69

Registration

  • Includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.

Register
Provide an Opportunity for someone to Support a Cause

Charitable giving with real estate can provide opportunities to support the causes one cares about, obtain charitable deductions from taxes, and also maintains the opportunity for the donor to continue to benefit from the property before the final distribution to charity. 

Join this interactive discussion which will include: How each technique listed below can be designed to accomplish charitable and other goals of the donor; How the charitable deduction from income and estate taxes are calculated for each technique; and Circumstances that may make some of the techniques more favorable than others.

Giving techniques and strategies:
  • Outright gifts of Real Estate
  • Bargain Sales of Real Estate
  • Gift Annuities funded with Real Estate
  • Partial Gifts of Real Estate
  • Gifts of Remainder Interest in Personal Residence (Life Estates and Charitable Trusts)
  • Determining the Charitable Deduction (and other tax issues) arising from Gifts of Real Estate
AGENDA
12:00 PM  Registration, Lunch and Networking
12:20 PM  Welcome
12:30 PM  Presentation
1:30 PM Event Adjourns
Thank you to our CHAPTER GOLD SponsorS


About the Speaker

Frank Campbell
Holden & Campbell

Frank is admitted to practice law before the Bars of New York, Maryland, and Virginia. In addition to his law degree, Frank has earned Master of Laws in Taxation (LLM). He focuses his entire practice in the areas of Estate Planning and Administration, including charitable planning. He has served as a lecturer to the Maryland State Bar Association and the Anne Arundel County Bar Association. Mr. Campbell began his legal career as a Judge Advocate in the United States Marine Corps. Immediately, prior to associating with Holden & Campbell, Mr. Campbell served as the General Counsel for the Special Inspector General for Iraq Reconstruction, an agency designated to oversee and report to Congress on the reconstruction of Iraq. Frank provides charitable giving advice a number of charities in Anne Arundel County.  He serves as the chairman of the Anne Arundel Medical Center Charitable Gift Planning Advisory Committee and he serves on the Board of the Anne Arundel Community College Foundation.

Parking & Directions
Parking is available in the lot on the left side of the building.  This will allow you to use the side door entrance to Seelos Hall.
SUBSTITUTION POLICY
A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].
Cancellation Policy
A request for refund of an event registration fee must be sent in writing, email permissible, to Info@ChesapeakePlannedGiving.org. The registration fee for an event cancellation received within seven [7] days of the event or a no-show is nonrefundable.


Privacy Policy  |  Terms & Conditions  |  Chesapeake Planned Giving Council © 2015 - 2018

Powered by Wild Apricot Membership Software