November 18, 2021 – The Overlooked Treasure

November 18, 2021 @ 12:00 pm – 1:00 pm
Rhonda Patterson

The Overlooked Treasure

Alan Breus

November 18, 2021

Non-cash tangible assets are a powerful charitable giving tool, but often have unique characteristics that a non-profit must take into account before accepting. Does your organization have a way to assess such a donation? Is a donor looking to “dump” a gift on your organization? Does the donation advance the mission of your organization? Alan Breus will share insights from his years of experience in dealing with non-cash tangible assets, and some of the cautions non-profits should take in discussions with donors around such assets. Bring your questions and we’ll work them into the conversation. 

As one of the top estate appraisers in the country, a sitting member of the Smithsonian Professional Advisors Network, MENSA International  and a member of the Art editorial board of Trusts & Estates journal, Alan advises and consults with universities, charities, brokerage firms and accounting firms in the areas of estate tax, insurance and non-cash related donations of fine art objects, archives, documentary film and insurance related financial instruments. Alan’s educational background includes degrees in Art History from The New School, New York City and Appraisal Studies from New York University, as well as advanced studies in Insurance, underwriting and financial planning. He uniquely qualified to appraise documentary film and donated life insurance policies.  He has published articles in, The Journal of Accountancy, Trusts & Estates and other print media and is a sought after speaker who has been a sponsor and/or speaker at recent national and regional conferences.

The Charitable Gift Planners of Houston Chapter is a 2021 approved provider of CFRE education credits.

Posted in .