This presentation is designed for individuals, couples or business owners who want to unlock opportunities to increase their giving capacity through gifts of non-cash assets. Join us for breakfast and a conversation surrounding strategic and purposeful generosity. This presentation is designed for individuals, couples or business owners who want to unlock opportunities to increase their giving capacity through gifts of non-cash assets. In addition to giving cash, or even publicly traded securities, the opportunities to gift real estate or private business interests are often overlooked as a source of charitable giving. Learn how you can convert tax dollars to giving dollars.
Jeanne has been a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Sr VP of Complex Gift Solutions with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals.
Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group, and Ronald Blue Trust. She is also a featured speaker for numerous charitable organizations including: Alliance Defense Fund, Christian Legal Society, Christian Medical Dental Association, Compassion International, Focus on the Family, Kingdom Advisors, Pepperdine University, and the Young Life Foundation.
Co-hosted by 4Tucson and NCF Southwest.