TIAA Kaspick

We are grateful for the opportunity to support the missions of over 130 nonprofit institutions devoted to making our world a better place. We send you our warmest wishes for a happy Thanksgiving and healthful year-end holiday season! #gratitude #thanksgiving #plannedgiving #incomeforlifeimpactforforver

Recently, Bill Knox and Denise T. Johnson, Esq., LL.M.T reviewed how to prepare for year-end gifts. Our clients learned how to speak with donors about the timing and setup of gift plans in the final quarter of the year, reviewing tax and document requirements, applicable gift dates, and transfer restrictions and best practices. See below for some quick reminders about deduction dates. #yearendgiving #plannedgiving #lifeincomegifts #incomeforlifeimpactforforever

We are excited to sponsor and attend the Minnesota Gift Planning Association’s 48th Annual Conference November 13-14. On Thursday, November 14th at 1:30 pm be sure to attend Mark Ladendorf’s presentation on Testamentary Life Income Gifts. While life income gifts established during donors’ lifetimes are far more numerous, life income gifts funded at death can help donors solve unique problems and provide valuable gifts for charities. This is particularly the case when donors want to provide for family members and charity, but do not want to part with assets now. This session will explore the gift options available, how they are structured, and a discussion on which donors are most likely to be receptive to this gift option. #plannedgiving #lifeincomegifts #incomeforlifeimpactforforever

Thank you to everyone who stopped by our booth at the National Association of Charitable Gift Planners Annual Conference. We are excited to share some memories from the good time we had with clients at our CGP dinner. #plannedgiving #CGPConference #lifeincomegifts #incomeforlifeimpactforforever

Are your donors or clients prepared for the tax impact of losing the Stretch IRA? Join us Monday, November 18, from 1:00 pm – 2:00 pm CT for Bill Knox and Michael Haas’ presentation on “The Demise of the Stretch IRA and Rise of the QCD.” During this informative FREE webinar you will learn: ·????????How to identify the right IRA vehicle for your donor or client ·????????How charitable remainder trusts can replace the stretch IRA ·????????The tax and economic benefits of charitable distributions (QCDs) ·????????How to discuss QCDs for IRAs and testamentary giving options ?Tax professionals can earn 1 CPE for AFSP, EA, CPA, CRTP ? Reserve your seat to secure your spot and ensure you’re prepared for these tax law changes! https://lnkd.in/erFs8UKe #PlannedGiving #QCD #IRA #IRArollover #MakeAGreaterImpact

We had SO MUCH FUN with clients last night! Here are a few pictures, and we’ll post more, soon. Jessie Pridie and Ngan Raskin had a great session on being a confident gift planner yesterday. If you haven’t come by to see us at booth #315/317, come by today! Thank you National Association of Charitable Gift Planners for a wonderful conference. #CGPConference #plannedgiving #giftplanning #lifeincomegifts #incomeforlifeimpactforforever

We had a great time with our clients yesterday afternoon talking about complex case studies, investments, and stretch IRAs. Thanks to our presenters Carolyn Stone, MBA, CAP?, Timothy Prosser, Damon Whelchel, Dave Libengood, Bill Knox, and Mark Ladendorf. Last night A. Ahmad Berry introduced keynote speaker Cherian Koshy of Kindsight and Forbes Nonprofit Council at the opening dinner. It was a fantastic first day at the National Association of Charitable Gift Planners Annual Conference! #CGPConference #plannedgiving #giftplanning #lifeincomegifts #incomeforlifeimpactforforever

We’re in Orlando at the National Association of Charitable Gift Planners Annual Conference! We’re excited to hold pre-conference sessions for our clients this afternoon, attend the opening dinner tonight, and catch up with everyone over the next few days. Visit us at booth #315/317 and don’t miss Jessie Pridie and Ngan Raskin presenting “The Confident Gift Planner: Solving Donor Problems with Life Income Gifts” tomorrow at 3:30! #CGPConference #plannedgiving #giftplanning #lifeincomegifts #incomeforlifeimpactforforever

We are two weeks away from the National Association of Charitable Gift Planners Conference. Be sure to stop by our booth #315/317. On Tuesday, October 29, don’t miss Jessie Pridie and Ngan Raskin’s presentation on “The Confident Gift Planner: Solving Donor Problems with Life Income Gifts.” ? #CGPConference #plannedgiving #giftplanning #lifeincomegifts #incomeforlifeimpactforforever

We are looking forward to connecting with everyone at the National Association of Charitable Gift Planners Conference in 3 weeks! #CGPConference #plannedgiving #giftplanning #lifeincomegifts #incomeforlifeimpactforforever