gift and life insurance appraiser
Charitable Gift & Life Insurance Appraisal

About Us

Alan

Alan Breus
A member in good standing with The Appraisers Association of America

Education

• BA, Art History, The New School, New York City
• Intensive Appraisal Certificate Study, New York University – Intern, Jersey City  Museum of Art
• CLU, Chartered Life Underwriter, American College, Bryn Mawr, PA
• ChFC, Chartered Financial Consultant, American College, Bryn Mawr, PA

Appraisal Studies

• Legal and Ethical Aspects of Appraising
• IRS Legal Guidelines in Valuation
• Research Methods for Appraisers
• Uniform Standards of Professional Appraisal Practice (USPAP)

Professional Experience 1967 - Present

• Non-Cash Gift Appraisal Services with reference to Fine Art, Insurance, Estate Planning
• East Coast Division Insurance advisor to Legg-Mason Securities, 2003 - 2005
• Financial resource committee Kennesaw State Univ. 2002-2004, Atlanta, GA
• Board of Advisors, Business Division, JNF, New York City
• Prior Member-Development Board, American Red Cross-SE Division (Atlanta)
• Advisor/Appraiser for non-cash donations to Northwestern University, DePaul University, The Advocate Children's Hospital 
And several additional charitable organizations 
    

Speaking Engagements

Chesapeake Bay Planned Giving Council
Greater Bay Area Planned Giving Council
San Joaquin Valley Planned Gifts Council

Conference Sponsorships

2007, '08, '09, '10 National Conference on Planned Giving
Greater Bay Area Conference on Planned Giving

 

 

 

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Phone (760) 466-7704
Fax    (760) 294-5011
alanb@thebreusgroup.com