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Tax Law Secure Act 2.0

Secure Act 2.0: Legacy IRA (Lite)

Estate Planning,  Legislation,  SECURE ACT

It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.

January 25, 2023 / 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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Secure Gifts With the SECURE Act

Secure Gifts With the SECURE Act

SECURE ACT

We are studying the SECURE Act and its effects on Philanthropy. We will release our take and advise effective ways you can shift your marketing focus to raise more and larger gifts.

December 21, 2019 / 0 Comments
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