Alan Breus, CLU, ChFC, a certified member of the nationally recognized Appraisers Association of America, Inc. with 40 years of business consulting experience, specializes in this field of Planned Giving support.
WHAT'S IN YOUR DONOR'S ATTIC ??
When they decide to donate that Painting,
Collectible or Life Insurance Policy to their Favorite Charity
We do appraisals of Fine Art, Collectibles, Documentary Film
and Life Insurance policies for the individual donor,
estate planner and the public accounting community
Our clients include those who have given gifts to:
Northwestern University
The Holocaust Museum
The National Archives
The Advocate Children's Hospital
The National Children's Cancer Society
The Pension Protection Act of 2006 set specific IRS reporting standards for both the Appraiser and their Appraisal of all non-cash contributions.
PPA 2006 can be found at: www.dol.gov/EBSA/pensionreform.html
Contact Us
For more information please contact us or download one of the following PDF forms, fill it out and mail it to us.
Appraisal Request Form: Fine Arts/Eclectic Donations
Appraisal Request Form: Life Insurance/Life Settlement
1 Please see my article Life Insurance: What's It Worth? (And Who Says?) to learn more about appraisals.
2 Please see my article Virtues and Evils of Life Settlement to learn more about life settlement.
3 Please see my article Valuing Art for Tax Purposes to learn more about artwork valuation.