November 8, 2018 How to Find and Value the Treasures in Your Donor’s Attic

  • 11/08/2018
  • 11:45 AM - 1:15 PM
  • San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL 32217


Registration is closed

How to Find and Value the Treasures in Your Donor’s Attic …… That the kids don’t want

Presented by: Alan Breus, Appraiser

In this program, Alan will address:

  • What things can, and should a donor give and share with a charity?
  • The financial effect on the donor contrasting Donation vs. the Selling of a rare item.
  • Some interesting “How To” notions for donating tangible items.
  • What is a qualified appraisal?
  • And …. how to gently ask the donor to relinquish his/her treasure.

So, what are the assets? In keeping with the “Roadshow” mindset, donors know what they own that has or might have value. As people who are aging begin to downsize, they find less of a need for “clutter” and more of a wish to establish a legacy that they can feel and touch today.

About Our Speaker

Alan’s background includes a bachelor’s degree in Art History from The New School, New York City, and certificate studies in Appraisal Analysis and Fine Wines from New York University. He has membership in: The Appraisers Association of America, National Association of Charitable Gift Planners, Editorial Advisory Board, Art & Antiques, Trusts & Estates, Penton Publishing, The Society of American Archivists          

He has valued gross estate assets and regularly consults with universities, charities, brokerage and accounting firms in the area of non-cash related gifts of fine art objects, documentary films, rare books, rare documents, financial instruments and, an occasional estate with 23 pianos.

Alan has both spoken at and sponsored national and regional planned giving and national estate planning conferences. He has been engaged as an appraiser for donations to charitable organizations, including: Northwestern University, Columbia University, DePaul University, John Carroll University, Ohio University, The National Children’s Cancer Society, The Advocate Hope Children’s Hospital, The Holocaust Museum and an arm of the Department of Commerce. He is a member of The Appraisers Association of America, New York City and The National Association of Charitable Gift Planners.

The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.