Real Estate Case Study: “The Watershed Gift”

Real Estate Case Study: "The Watershed Gift"

While real estate gifts are more complex than those funded with cash or marketable securities, they also tend to be larger (and thus worth the extra time and effort required). In this case study we will discuss how a Midwestern college development team identified and overcame numerous obstacles to successfully close a charitable trust funded with valuable Colorado farmland. Truly a watershed gift for this small gift planning program!

Tim Prosser | TIAA Kaspick

Tuesday, May 2 | 2:45pm-3:45pm

Gooch B