Some people will be able to postpone taking Required Minimum Distributions (RMDs) to a later date. Once we reach a certain age, we must begin taking distributions from our retirement accounts, such as IRAs, 401(k)s, and 403(b)s. The amount of these distributions is determined by a specific calculation that takes into account our age and the total balance of the account. Generally, the older we get, the larger these distributions get so that the account is as close to $0.00 as possible when we die.
- COMPANY ASSETS
Company Assets
Gift Planning Downloads
Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.
Center for Major Gifts
Personal and professional development courses for MGOs. Includes community job board.
- ABOUT US
The Planned Giving Authority
Signature Services
Training
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.Planned Giving Wiki
Learn and prosper! Comprehensive information resource. - PRODUCTS AND SERVICES
Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
Learn and prosper! Comprehensive information resource.Top Categories
- BUNDLED SOLUTIONS
- CONTACT US