"Opera and Avocados: The Top Ten Lessons Learned from a Complex Life Estate"

Jill Rode, CFRE Director of Philanthropy  Music Academy of the West

Andy Ragone CEO, Partner & Co- Founder Pleiades Nonprofit Advisors, LLC

Do you know what a retained life estate or life estate gift is? Would you be ready to manage one before and after it matures? The gift of a Ventura County avocado ranch to the Music Academy of the West teaches 10 key lessons about life estates as legacy gifts. Whether you are a one-person planned giving office or part of a team, this session will give you the tools to determine if life estates are the right gifts for your organization.

Trail Guide

The distance is about a 10-minute walk from the parking lot or 5-minute walk from the admissions desk on a rustically-paved cobblestone path. Please email admin@azgiftplanners.org if you have accessibility requests, such as the need for an electric scooter.

Garden Tour Opportunity

For those who are able, please stay after the presentation for a 25-minute Docent-led trail tour. Discover the unique and beautiful plants that thrive in some of the hottest and driest parts of the world as part of the Garden’s spectacular living collection. Enjoy the convergence of nature and light in the current and mesmerizing geometric art installation LIGHT BLOOM: The Art of HYBYCOZO. Sunscreen, a hat and sunglasses, and comfortable walking shoes are recommended. View the spring guide here.

Program is Approved for 1PT  CE Credit

Program is Approved for one (1) hour of   CE credit

Huge Thank You to this Program's Partner!