Organizations who either operate or are looking to start a historic preservation revolving fund are invited to participate in this series of four free, peer-led conversations during 2021. This free series is supported by support from The 1772 Foundation.

NOTE: the following content should probably be an array of events as defined by event category

Selling Properties: Marketing, Brokers, Appraisers, and Those Pesky Covenants

December 14, 2021

2:30-3:30 PM Eastern

Panelists: Ryan Arvay (Historic Savannah Foundation), Ethiel Garlington (Historic Macon Foundation), Lauren McHale (The L’Enfant Trust)

You have a property–how do you sell it

so you can keep going? The decisions don’t stop once the you have site control.

Join us for a conversation about marketing properties, the pros and cons of

using brokers and appraisers, holding covenants and easements, and more.

Understanding,

Tolerating, and Mitigating Risk

Wednesday, September 28, 2021

2:30-3:30 PM Eastern

Panelists: Kji Kelly (Historic Seattle), April Wood (Historic Charleston Foundation)

How well does your organization—including your board members—understand, tolerate, and mitigate risk? How do you refill the bucket? What are you trying to achieve with your revolving fund program? How do you merge your balance sheet with your mission statement and keep the lights on? Join us for a frank conversation about finding the sweet spot, keeping your economic engine running, and bringing everyone along.

Deep Dive Case Studies: Show Your WorkTuesday, June 22, 2021

2:30-3:30 PM Eastern

Panelists: Teri Bernert (Waterfront Historic Area League), Xiaohan Bao Smith (Michigan Historic Preservation Network)

Join us for in-depth conversations about revolving fund models and projects. What

models of revolving funds have worked for different organizations? How did they

make it work? How did they move the property through the process and mitigate

risk? Each speaker will take on project from start to finish to illustrate how their fund operates. We’ll dig deep into the “hows” and

“whys” for each, and then answer your questions.

Acquiring Property: Donated Property, Bargain Sales, and Bequests

Tuesday, March 30, 2021

3:30-5:00 PM Eastern

Panelists: Kathleen Crowther (Cleveland Restoration Society), Ethiel Garlington (Historic Macon Foundation), Myrick Howard

(Preservation North Carolina), and Mark McDonald (Georgia Trust for Historic

Preservation)

This panel discussion and conversation will cover various ways to acquire real estate through a full or partial donation. We’ll also explore how to turn real estate into a fundraising opportunity. Hear from colleagues who have used donated property, bargain sales, and bequests to advance their mission. Learn what’s involved, how to avoid pitfalls, risk factors, and steward opportunities.