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Why real estate can be a hot gift in a cooling market
Non-cash assets, including real estate, are often overlooked as a source of charitable giving, especially in an uncertain market. In this one-hour webinar, you’ll learn what makes real estate gifts so efficient as we explore technical considerations, tax and legal aspects, and powerful opportunities that arise when real estate assets are used to fund charitable work.

You will have the opportunity to gain knowledge to strengthen client
relationships and earn one hour of CFP® and CKA® credit. Certificates of completion are available upon request.

Feb 15, 2023 03:00 PM in Eastern Time (US and Canada)

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Speakers

Rachael Watson, J.D.
Gift Planning Team Lead @National Christian Foundation
Rachael Watson currently leads the Gift Planning Team with the National Christian Foundation (NCF) where she assists individuals and families nation-wide in achieving greater generosity and increased tax efficiency in charitable giving through complex gifts. Early in her career, Rachael worked as a Certified Financial Planner for Ronald Blue & Company and Wells Fargo Bank. Rachael began practicing law in 2007, specializing in the areas of estate planning and nonprofit law. Prior to joining NCF, she owned her own law firm. Rachael earned a Juris Doctor from Georgia State University College of Law with honors and a BS in political science, magna cum laude, from Liberty University. Rachael and her husband Tom live in Suwanee, Georgia, with their three amazing kids.
Jeff Waldron, J.D., LL.M.
Gift Planning Attorney @National Christian Foundation
Jeff Waldron serves as a Gift Planning Attorney with The National Christian Foundation (NCF), where he assists individuals and families to achieve their charitable goals through the gifting of complex assets. Prior to joining NCF, Jeff was a partner in a large Minneapolis law firm. In private practice, Jeff served closely held companies and their owners in the areas of business planning, mergers and acquisitions, commercial transactions, succession planning, tax planning, and wealth preservation. Jeff obtained his law degree from Drake University Law School and an LL.M. in Taxation from New York University School of Law.