There’s No Place Like Home: Unlocking the Power of Real Estate Gifts with Lynn Ierardi

July 21 at 2 p.m. ET - Monthly Webinar

Follow the yellow brick road from “bricks and mortar” to “mission and impact” 

Click your heels—we are not in Kansas anymore! For most donors, their greatest wealth isn’t sitting in a checking account; it’s in the assets they own – especially real estate. Yet for many fundraisers, discussing and accepting real estate can feel like a daunting forest of flying monkeys and "Wicked Witch" liabilities.

In this webinar, we’ll pull back the curtain on real estate gifts. You’ll learn how to identify high-potential prospects, engage them in strategic conversations, navigate the due diligence process, and guide donors toward a transformational gift. Whether the asset is a personal residence, a vacation home, commercial property, farm or vacant land, we’ll talk about how to uncover opportunities in the Emerald City.

By the end of this session, you will be ready to:

• Spot the "Ruby Slippers" in your Donor Interactions and Database: Recognize key indicators of real estate capacity and use wealth screening to uncover prospects.

• Speak the Language of the Land of Oz: Learn how to effectively introduce real estate gifts in donor conversations, proposals, and marketing materials.

• Navigate the Cornfields of Due Diligence: Understand essential considerations from ownership structure to marketability to ensure a gift is a benefit, not a burden.

• Master the "Wizard’s" Tax Strategies: Gain a clear understanding of how real estate gifts can help donors reduce capital gains and maximize tax benefits.

• Avoid the "Poppy Fields" of Risk & Liability: Explore the strategies organizations use to accept real estate gifts directly or work with partners to manage risk.

Presenter: Lynn Ierardi

Lynn Malzone Ierardi, JD is a nationally recognized expert in charitable gift planning, specializing in gifts of noncash assets. She provides strategic guidance to donors, professional advisors, and charitable organizations through her firm, Gift Planning Advisor, LLC, and serves as Vice President of Real Estate Gifts with Charitable Solutions, LLC.

Lynn has strengthened gift planning programs at leading institutions including the American Heart Association, the University of Pennsylvania and Penn Medicine, and NYU Langone Health. Earlier in her career, she served as Vice President with the Merrill Lynch Center for Philanthropy and practiced trusts and estates and real estate law.

As a dedicated volunteer leader, Lynn served as 2019 Board Chair of the National Association of Charitable Gift Planners and currently serves as a member of the CGP Leadership Institute and Co-Chair of the CGP Mentor Program. She has also held leadership positions with CGP Councils in New Jersey and Philadelphia.

As a dynamic national speaker, Lynn has presented at conferences, meetings, and webinars on a variety of estate and gift planning topics—including gifts of noncash assets. One of her favorite topics is storytelling, which she explores in-depth in her book, Storytelling: The Secret Sauce of Fundraising Success.