Striking it Rich: A Complex Asset Case Study

Join us on Thursday, April 16, at 12:00 p.m. for an informative webinar on donor demographics. Willingness to consider and accept complex gift assets and/or unusual gift structures can lead to significant gifts and expanded relationships with key donors.  In this interactive case study, based on an actual gift to a private university in the Midwest, we will discuss how to identify and resolve common issues with gifts of closely-held business interests and gifts of real estate.  We will also explore strategies to address CGA risks, especially when the funding asset is illiquid or hard to value.

Learning Objectives: 

• Assess the suitability of complex gift assets and structures, including closely-held business interests and real estate.
• Identify and address key risks and compliance issues associated with accepting illiquid or hard-to-value assets.
• Apply risk-management strategies for CGAs funded with non-cash and illiquid assets.

Space is limited so register early!

• Webinar qualifies for 1 CFP contact hour credit. Your reporting form must be sent to ACGA by April 23rd to receive credit.
• Full participation in this webinar is applicable for 1 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

ACGA Members: $FREE / ACGA Non-members: $75

(includes access to the webinar recording)

Cancellation policy: If you are not able to attend, you will receive a link with the recording of the webinar after the webinar date. Any refunds will be less 3% to cover credit card processing fees.

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