If you don’t count weekends and holidays and the day after/before certain holidays, we have approximately 5-6 business days to promote the extension of the IRA Rollover! Of course, most people are on vacation this time of the year – so you could say many have zero business days to promote this! I am still...
Answer: not much. Less than two weeks for age 70.5+ donors to scramble to direct up to $100,000 from their IRAs. If they hadn’t taken their RMDs yet, they can get credit for RMDs. But, if they already took their RMDs, too late. Yes, fundraisers should be getting out the word (as soon as the President...
I don’t know how Campbell and Company knows it but they just sent the following email – so they deserve some credit! Stay tuned for my own instructions… (EMBARRASSMENT CORRECTION – APPARENTLY CAMPBELL’S PR PERSON DIDN’T CONFIRM BEFORE THEIR EMAIL WENT OUT SO STAY TUNED FOR HOPEFULLY GOOD NEWS ON THIS ONE) December 2014 ...
The IRA charitable rollover renewal is close enough – within 72 hours according to an article from Reuters (click here to see) – to start taking some action. Fundraisers – you should start making your lists: Anyone who ever used the IRA giving provision in the past Any donors age 70.5+ Any donors who have expressed interest...
In conversations with an advisor and a nonprofit client last week, we stumbled upon a potential planned giving option that I have never considered or heard discussed before. Did you know that many or most IRA plans allow you to restrict how your beneficiaries receive an...