May 17, 2018- Evaluating Gifts of Complex Assets

May 17, 2018 @ 11:30 am – 1:00 pm
Kellogg West Conference Center and Hotel (Cal Poly Pomona)
3801 W. Temple Avenue
CA 91768
Members: FREE Guests: $30 AFP Member: $25
Todd Mekelburg

Charities today are offered a wide variety of complex assets to fund both outright and life income gifts, including real estate, closely-held business interests, and tangible personal property. While gifts of complex assets are often of significant size, they can be difficult to analyze and present risks that must be understood and effectively managed. This session will present a framework for assessing gifts of complex assets and examine some of the various issues that come up in the planning and gift execution process.

Speaker: Jeffrey Underwood, Senior Relationship Manager, TIAA Kaspick & Company

Mr. Underwood joined TIAA Kaspick in 2008 from the University of California, Berkeley where he was an Associate Director of Gift Planning. Prior to working at UC Berkeley, he was the Director of Gift Planning at The First Church of Christ, Scientist in Boston. He has over 25 years’ experience in gift planning and currently serves on the board of the National Association of Charitable Gift Planners. He served as President of the Planned Giving Group of New England in 2004-2005. He graduated with high honors from the American Bankers Association’s National Graduate Trust School, has a BS in Accounting from the University of Missouri-Kansas City, and earned an MBA with honors from Northeastern University.

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