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Tiffany

House

tiffany@giftplanninginstitute.com

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Self-Employed

Tax Estate Charitable Strategist & Speaker

Tiffany House is a tax, estate, and charitable strategist who helps families navigate intricate situations, including selling or transitioning a business, planning philanthropy, values-based estate planning, and tax concerns. She also enjoys working with nonprofit organizations to ask for and accept complex asset gifts and enhance their gift planning programs. Tiffany House is a nationally recognized speaker on many topics, and she is very active in the community. Her designations include Chartered Advisor in Philanthropy, CAP®, Certified Exit Planning Advisor, CEPA, and Fellow in Charitable Estate Planning, FCEP. Her background in the family business of financial planning for ultra-high-net-worth clients has given her unique experience in tax, estate, and charitable planning strategies. Tiffany is a fiduciary consultant who has no conflicts of interest with other advisors. Tiffany enjoys living on her urban farm with her daughters and husband in Scottsdale, Arizona. Tiffany enjoys sharing her life with a wide array of animals that are not limited to horses, turkeys, ducks, chickens, dogs, cats, bunnies, reptiles, and fish.

Scottsdale

AZ

CGP Conference Speaker

Gift Design, Marketing/Cultivation, Ethics, Integrated Planning

Tax-Advantaged Business Sales

Business owners work tirelessly to build and grow their enterprises, and the last thing they want is for 20%-40% of their hard-earned proceeds to be taken by Uncle Sam in taxes. The financial burden can feel overwhelming, but there are ways to mitigate this impact. In this context, we will explore a range of tax-advantaged planning tools and strategies specifically designed for entrepreneurs. These strategies not only help preserve more of their wealth but also allow them to reinvest in their businesses, secure their financial futures, and make more intentional decisions about how their hard work is distributed—both now and in the years to come.

11 Stages to Creating a Successful Planned Giving Program

Creating, enhancing, or even reinventing a planned giving program is not as daunting as it may seem, especially when you have a clear, strategic path to guide your efforts. By following a well-defined roadmap, organizations can navigate the complexities of planned giving with confidence and precision, ensuring that every step is intentional and aligned with both their mission and the needs of their donors. Whether you're starting from scratch or seeking to refine an existing program, having a structured approach in place makes the process much more accessible, efficient, and successful in the long run.

Cash is for Amateurs!

Over 95% of America’s wealth is held in non-cash assets, a significant portion of which includes real estate, stocks, and other valuable holdings. This presents an incredible opportunity for organizations to tap into resources beyond traditional cash donations. In this context, we will delve into the psychology of givers, exploring the motivations and emotional drivers that lead individuals to make charitable gifts. Additionally, we will examine how gifting non-cash assets, such as stocks, real estate, or business interests, can deepen our relationships with donors and clients, offering them a meaningful way to give while also elevating the size and impact of their contributions.