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Effective URL: https://acf.cventevents.com/event/1caaf808-f9a1-4f5f-b8d7-18d485cdbda8/summary
Submission: On April 22 via api from CH — Scanned from DE
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Skip to main content About Speaker Register Now Friday, June 9, 2023 Hilton Garden Inn 300 N. Montezuma Street Prescott, AZ 86301 Register Now Overview Presented by the Arizona Community Foundation of Yavapai County, Northern Arizona Estate Planning Day brings people together to learn more about estate planning. Nonprofits from across the state are invited to join us for the morning session and professional advisors from across the state are invited to join us for the afternoon session. Our Speaker Dana Holt View Profile Nonprofit Session 9:00 to 11:00 a.m. Uncover Your Potential: How to Get Started with Non-Cash Gifts * Why non-cash giving is essential for charities of all sizes * The state of non-cash giving in America * The three steps to every successful gift plan * Additional resources for accepting non-cash gifts Guide to Gifts of Real Estate * Why there are so few gifts of real estate * How taxes influence when a donor might decide to gift real estate * The various giving techniques for real estate * Best practices to put in place to be able to accept gifts of real estate Register for Nonprofit Session Already registered? Professional Advisor Session Program / 1:00 to 4:00 p.m. Amplify Your High Net Worth Practice with Donor Advised Funds * What high net worth clients want from advisors when it comes to their philanthropic planning * How to grow a professional practice with philanthropic planning * How to increase the impact of donor advised funds and charitable remainder trusts for donors and charities * Important tax and legal concerns for donations of non-cash assets Guide to Gifts of Real Estate * Why there are so few gifts of real estate * How taxes influence when a donor might decide to gift real estate * The various giving techniques for real estate * How advisors can ensure a smooth giving experience Register for Professional Advisor Session Already registered? Contact Us CventCopyright © 2000-2023 Cvent, Inc. All rights reserved. * Event Management Software * Mobile Event Apps * Survey Software * Event Venues * Strategic Meetings Management * Privacy Policy