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SECURE Act / Note to Clients and Friends

SECURE Act / Note to Clients and Friends

Beneficiary Designations,  Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover,  Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing

Don’t let legislation paralyze your planned giving marketing efforts.

January 13, 2020 / 0 Comments
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SECURE Act / Webinar

SECURE Act / Webinar

Bequests,  Charitable IRA Rollover,  Estate Planning,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  SECURE ACT

Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.

January 9, 2020 / 0 Comments
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Start With Their Dreams

Start With Their Dreams

Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover

Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”

October 31, 2018 / 0 Comments
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IRA Qualified Charitable Distributions

IRA Qualified Charitable Distributions

Charitable IRA Rollover

Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).

October 22, 2016 / 0 Comments
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