Past Meeting: September 2015 Luncheon Meeting

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This event has passed.
Event:
Past Meeting: September 2015 Luncheon Meeting
Start:
September 17, 2015 11:30 am
End:
September 17, 2015 1:30 pm
Cost:
Member fee: $30                                   Non-member fee: $35                             Please bring check with you to pay at the door!                                
Category:
Organizer:
Marcy Gonzalez
gmarcy130@yahoo.com
Updated:
August 28, 2015
Venue:
Loma Linda University, Drayson Center, Collins Audiitorium
Address:
Google Map
25040 Stewart Street, Loma Linda, CA, 92350, United States

Transforming Things in the Attic into Sought-After Donations

The basics of how tangible assets can be turned into cash to support both the philanthropic and retirement needs of donors.
Presented by Alan Breus.

SUMMARY–Alan will address planned giving officer’s real opportunities to encourage their donors to donate tangible assets and show how those donations can benefit Loma Linda and effect an increase in their retirement and tax positions. Participation by the audience will be encouraged

AlanBreus

Alan Breus advises and consults with universities, nonprofits, brokerage and accounting firms concerning gifts of fine art, rare books and documents, archives, collections and insurance related financial instruments.  He is also a a member of the Appraisers Association of America.

Alan will address planned giving officer’s real opportunities to encourage their donors to donate tangible assets and show how those donations can benefit Loma Linda and effect an increase in their retirement and tax positions. Participation by the audience will be encouraged.

Alan’s publications include: “The Superfluous Life Insurance Policy” Trusts and Estates, August, 2015, “Legal and Ethical Issues for the Fine Art Appraiser, CCH, March 19, 2015, “The Misunderstood Appraisals”, Trusts and Estates, March 2014, “Tangible Asset Appraisal, Valuation Strategies, September/October 2013, Valuing Art for Tax Purposes”, Journal of Accountancy, July 2010.

 

Alan has a degree in Art History from The New School, New York City, Certificate in Appraisal Studies from New York University as well as advanced studies in insurance and financial planning.  He has spoken at and sponsored recent national and regional conferences.