Real estate is often overlooked as a planned giving opportunity. Many nonprofit organizations, large and small, consider real estate too complicated and are worried about liability and risk. Join our panel of experts who will address your valid concerns. We will learn how donors can benefit the causes they love by making the largest gifts of their lifetime.
This session will cover considerations for both the organization and the donor. Hear from a panel of legal, real estate, and development professionals who will share their experiences with gifts of real estate and offer advice and pointers if this becomes something your organization pursues. Participants will be provided an understanding of these gifts and an understanding of terminology, options for donors to consider, and ways to cultivate supporters.
Kimm has over 30 years of experience in helping families, businesses and charitable organizations structure real estate and complex assets within their financial portfolios. In 2007, Kimm launched the Walter Joseph Group to expand her focus nationwide. Kimm and her dedicated team of experts, has raised the bar as being one of the top real estate consulting firms in the country. The team's expertise brings powerful and unique strategies in the areas of complex capital gains and income tax avoidance strategies, business and success planning and real estate gifting through charitable solutions. The company’s mission is simple, Position Real Estate To Inspire Lives And Impact Legacies™. The firm’s real estate strategies have helped families live their best lives and leave their best legacies.
Kimm’s charitable work is her daily motivation. Walter Joseph Group is the leading consulting firm in the country that offers Real Estate Gifting Workshops to help educate charities on the positive impact real estate gifts bring to any charitable organization. The firm’s goal is to help charitable organizations nationwide receive 1 billion dollars from real estate gifts by 2025.
Kimm’s professional journey has inspired her passion for integrating real estate planning and real estate gifting for charitable organizations thus creating the Walter Joseph Group.
Gretchen E. Miller has been employed at the UWM Office for Development & Alumni Relations since 2003. She serves as the Director of Gift Planning and Agreements, working with donors, development staff, and representatives from all campus units to memorialize donors’ gift intentions and enhance the administration of scholarship and estate gifts. Gretchen Miller holds a B.A. in English Literature from Swarthmore College, and a J.D. from the University of Michigan Law School. Prior to her employment with UWM, she practiced law in the areas of fair employment and fair housing.
Mike Riopel focuses his practice on the structuring, documentation and negotiation of complex financing, real estate, leasing, and business transactions using his strong background in commercial finance, restructuring and real estate matters. Utilizing his unique background and education, Mike represents public and private financial institutions, municipalities, investors, owners/operators, tenants and other stakeholders. He has significant experience implementing and advising on unique financial tools and practical considerations for his clients including using PACE Equity, New Markets Tax Credits, Historical Tax Credits, Tax Incremental Financing and other specialized financing programs throughout the capital stack. His experience also includes restructuring credit facilities, including forbearance agreements, dispositions of REO, deeds in lieu of foreclosure and other workout arrangements.
Outside of the commercial real estate industry, Mike is a member of the Major Gifts Committee and the Conservation Committee of Tall Pines Conservancy, a nonprofit working to preserve Northwestern Waukesha County’s farmland, water resources and natural areas and open spaces.
11:30 - 12:00 PM Registration and Networking
11:45 - 12:00 PM Lunch Buffet
12:00 PM Announcements
12:15 PM Presentation
1:15 PM Q&A, Closing remarks
1:30 PM Adjourn