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• Webinar: Gifts of Real Estate: They Don't Have to Be Perfect

  • When
    May 09, 2023
  •  
    12:00 PM - 1:00 PM
  • Location
    Webinar

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  Webinar: Gifts of Real Estate: They Don't Have to Be Perfect
  When a donor offers your organization a gift of real estate, the response is not always excitement. Apprehension, frustration and downright negativity can also be expressed. Lack of understanding, previous experiences (both good and bad) or lack of vision can color management’s opinion as to the value of such gifts. At the same time, proffered gifts are not always as they seem. Some may look like gems but are laden with problems. Some may look to be too complicated, even fatally flawed, but turn out to be transformative. After briefly laying out suggested guidelines for accepting gifts of real estate, the major portion of this session will center on a discussion of several actual gifts, both accepted and declined. The focus will be on the factors that helped guide the decisions, and the results. Participants will invited to share cases from their own experience in advance of the program for discussion and guidance during the webinar. All participants will leave the session with tools to help initiate, or refine, their processes for evaluating, receiving and managing gifts of real property.

  Pete Sommerfeld

  SENIOR PHILANTHROPIC ADVISOR, OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

  Pete Sommerfeld joined the gift planning team at Oregon Health & Science University Foundation in October 1996. In December, 2010, he was named the Foundation’s first Senior Philanthropic Advisor, having previously served as its Senior Director of Gift Planning. In total, he has over 30 years of experience in the field. During his tenure with OHSU Foundation, he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of OHSU’s mission. Pete is a former Board member of the Northwest Planned Giving Roundtable, and holds membership in the National Association of Charitable Gift Planners and its Leadership Institute. In 2015 Pete received the Distinguished Service Award from the Roundtable in recognition of his contributions to the organization. In 2001 he earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach.
  
  Note: This session was pre-recorded on 2/22/2022.

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• Common Misperceptions About Planned Giving Programs

  • When
    July 18, 2023
  •  
    9:00 AM - 11:30 AM
  • Location
    The Rivers Club
  • Spaces left
    98

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  Common Misperceptions About Planned Giving Programs

  Jack Owen, Esquire & Kara D. Mostowy, CFRE, GPC

  Have you wanted to start a planned giving program, but been discouraged or intimidated by a lack of resources, planned giving expertise or time?  In this interactive session, we’ll dispel common myths about planned giving programs.  You’ll leave this session with a methodology to develop a scalable planned giving program.

  

  Please review our cancellation policy at https://ppgc.net/cancellation

  For directions on how to get to the Rivers Club and where to park, please visit https://ppgc.net/rivers.

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