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Charitable Remainder Trusts-Offering Your Clients More Than Just a Sale

March 6 @ 10:30 am - 11:30 am

$15

Charitable Remainder Trusts-Offering Your Clients More Than Just a Sale

 

HIGHLIGHTS FOR YOU, THE AGENT:

  • Doesn’t change your workflow
  • Doesn’t affect your sales commission
  • You remain the advisor to your client on the sale through its completion
  • Potential to create additional listings from the same client

HIGHLIGHTS FOR YOUR CLIENTS:

  • Sell the property and avoid capital gains tax
  • Creates eligibility for an immediate tax deduction
  • Generates Lifetime Income for your clients (or other chosen beneficiaries)
  • Income may be equal to, or greater than the rental income they are currently receiving without the leaky faucets and new tenant acquisition
  • Simple alternative to a 1031 exchange
  • Play a role in the development of lifesaving cures and treatments for people with cancer and diabetes

Adrienne Gibson, Senior Director in the Office of Planned Giving at City of Hope will join us at 10:30 AM on March 6 for an engaging presentation about how we can better serve our clients with this solution.

 

Register Here!

Details

Date:
March 6
Time:
10:30 am - 11:30 am
Cost:
$15

Venue

PFAR Brick Room
1070 E Green Street
Pasadena, CA 91106 United States
+ Google Map
Phone
626-795-2455

Organizer

City of Hope – Planned Giving
Phone
800-232-3314
Email
plannedgiving@coh.org
View Organizer Website