SB Charitable Gift Planners Host Virtual Workshop

SB Charitable Gift Planners Host Virtual Workshop:

Do We Want This? Advice on Accepting Donations of Personal Property

Charitable Gift Planners of Santa will host its final Educational Workshop of the year on Tuesday, November 10, 2020 from 12 noon to 12:45 p.m. The virtual meeting will help nonprofits and planned giving professionals determine what and how to accept donations of personal assets, art, jewelry, memorabilia, and more.

The talk will feature Michelle Castro, Trusts & Estate Representative at Heritage Auctions. Castro brings over a decade of experience in fine art appraisals, auctions, and estate management relations. She assists attorneys, executors, advisors, and fiduciary professionals with their client’s needs for estate evaluations, appraisals and asset divestiture. She represents Heritage Auctions throughout Texas and the Southern Region of the United States.

A Southern native, Castro spent her early career working with European and American paintings at a private gallery in New Orleans before launching a successful career in the auction industry, where she successfully curated and directed the sales of prominent Southern estates. Her work for the estate of a noted New Orleans art collector achieved record prices for several Southern artists with prices realized of more than $4.6 million. Soon after, she sourced and managed a significant collection of American art in rural Texas with sales exceeding $3.9 million.

Heritage Auctions is the largest fine art and collectibles auction house founded in the United States, and the world’s largest collectibles auctioneer. Heritage maintains offices in New York, Dallas, Beverly Hills, San Francisco, Chicago, Palm Beach, London, Paris, Geneva, Amsterdam and Hong Kong.

Registration is $15 for members; $20 for non-members. You will be sent Zoom instructions after registration. On-line reservations are required at:

https://sbgiftplanners.org/event/november-10-2020-educational-luncheon-meeting/?instance_id=133

Charitable Gift Planners of Santa Barbara, formerly known as the Planned Giving Round Table of Santa Barbara, is a professional association for non-profit development officers and allied professionals in financial, legal, accounting, and consulting services. The chapter’s purpose is to educate members about charitable gift planning, advance the mission of non-profit organizations, and better serve the philanthropic goals of donors and clients. The local council is affiliated with and a Chapter of the National Association of Charitable Gift Planners.

Educational and networking meetings are held five times a year and are open to members and non-members. For more information visit www.sbgiftplanners.org, email Board President Anne Kratz at. (805) 689-9079 or anne.kratz@redcross.org