SEP IRAs and Simple IRAs are retirement accounts which small businesses create (typically for the owner of the business) – similar to 401k plans but much simpler. This question has come to me twice in the past few weeks so it must be of interest. Can an old enough donor make an IRA Charitable Rollover...
Source: Only 5 Spots Left for Fall Innovative PG Training Program
If you have not had a chance to see our latest, innovative training program (click here!!!), please do so! We are offering a 10-week, interactive planned giving training program (max 15 students from around the country) designed to give each participant the knowledge and practical skills you’ll need to implement your planned giving responsibilities. In...
Source: Planned Giving Boot Camp Full Training Program – click here to see details Registration has started for this new, innovative training program! I am very excited about the initial interest and response to my new, full planned giving training program: 10 weeks, 10 pre-recorded webinar sessions, 10 open conversation/homework review sessions, and easy assignments...
Eye opening facts for your nonprofit board