Date: Wednesday, February 10, 2027

Time: 11:30am - 1pm

This presentation explores how probate‑avoidance tools—such as enhanced life estate deeds and transfer‑on‑death deeds—can be intentionally structured to create significant charitable impact. Participants will learn how these commonly used estate planning techniques can align donor goals with philanthropic outcomes while preserving lifetime control and flexibility. The session will highlight how real estate assets can pass efficiently outside of probate and still fulfill charitable intentions at death. Special emphasis will be placed on best practices for identifying, accepting, and administering these gifts to minimize risk and maximize value for your charitable institution. Attendees will gain insight into coordination with donors, advisors, and institutional stakeholders throughout the process. The presentation is designed to equip development professionals and advisors with practical guidance for turning probate‑avoidance strategies into successful and well‑managed charitable gifts.

John Dickhaus - Conference Faculty

Juris Doctor

Director of Development

University of Florida Foundation

John Dickhaus serves as Director of Development for Gift Planning, where he works closely with donors to align their philanthropic goals with long‑term charitable impact. With a particular focus on legacy and planned giving, John partners with individuals and families to design thoughtful strategies that support institutions and causes meaningful to them while advancing sound financial and estate planning objectives. At the University of Florida, John collaborates extensively with UF's arts based units, a role that uniquely blends his professional expertise with his personal passion for the arts. He values the opportunity to help donors invest in the good, true, and beautiful which are unlocked through the arts.