It is not every Monday morning that you wake up to a new (and unsettling reality) – but as you know, this is the case for most people today. The order of the day is to work from home, stay away from gatherings and pray that this country gets through the corona-virus situation quickly and...
Our next Planned Giving Boot Camp, starting Monday, March 23rd at noon EST, will be offering 7.5 CFRE credits. This is the most cost effective and convenient planned giving webinar training program available for individuals or groups looking to step-up their planned giving efforts. Cost: $350 for each organization (up to 16 attendees for each paid registration). Flexible: 6...
Am I the only one not happy about the SECURE Act’s so-called anti-abuse rule? Read this post carefully and I think you will be unpleasantly surprised. I gave a webinar on the SECURE Act almost two months ago but I wasn’t sure how exactly the anti double-dipping rule worked (for those who make tax-deductible additions...
Here is the headline that caught my attention this morning: There’s now a record number of 401(k) and IRA millionaires, according to Fidelity (click to view the article) Not surprising. Oh, did you notice the big IRA/retirement plan law changes at the end of 2019? The SECURE Act? Let me put this very succinctly. Quietly,...
Ok, I’m ready to give a briefing on the surprise new law – The Secure Act! There were a lot of major changes to IRA planning in the new law, making charitable IRA giving or charitable IRA beneficiary designation more attractive than ever! Join us for this special 1 hour briefing for fundraisers on the...