IRAs: The Queen on Our Chessboard

IRAs: The Queen on Our Chessboard

Viken Mikaelian, CEO Viken Mikaelian, CEO

Viken Mikaelian, CEO

PlannedGiving.com | Innovating legacy giving as a driver for social change

发布日期: 2019年8月14日
+ 关注

WEBINAR With Jeff Comfort

[Why, Not What. Read Jeff's Journey.]

You know your donors can use an IRA to make a sizable gift to your nonprofit — but do they? IRAs are the most powerful and flexible game piece on the philanthropy chess board. Let’s play to win!

Under the new tax law, which has greatly limited the deductions donors can take, IRA rollover gifts are a far-more attractive, tax-wise way for donors to make a substantial gift. And with $8 trillion in assets (and growing) on the table, this is an opportunity your nonprofit can’t afford to miss.

In this webinar, you’ll learn:

  • Rules for IRA gift plans
  • How to maximize lifetime gifts through IRA rollovers
  • How to maximize gifts through beneficiary designations
  • How to effectively market IRA gift plans
  • How a gift option that uses a CRT funded with an IRA promises to be a lucrative source of planned giving revenue.
  • New IRA regulations: if they pass who it’s good for and who it will harm (is it “us” against “them”?)
  • … and much more.

Bonus takeaways for the IRA Rollover:

  • Promotional copy for multiple direct-mail letters for both early in the year and late in the fall
  • Follow-up postcards and email text
  • Letter of instruction your donors can send to their IRA plan providers
  • Sample gift acknowledgement/thank you letter

Join me and #JeffComfort for this very informative webinar. Allocate about 90 minutes.

REGISTER // September 24, 2 PM, 2019

No alt text provided for this image


要查看或添加评论，请登录

Viken Mikaelian, CEO的更多文章

  • Center for Major Gifts adds Senior Advisor
    2025年1月24日

    Center for Major Gifts adds Senior Advisor

    I'm thrilled to share that Joe Garecht has joined the Center for Major Gifts as a Senior Advisor. Joe will be offering…

  • Planned Giving Boot Camp
    2024年1月3日

    Planned Giving Boot Camp

    For MGOs / January 17, 2024 3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.

    1 条评论
  • Only 1% of Nonprofits Take Planned Giving Seriously
    2023年12月21日

    Only 1% of Nonprofits Take Planned Giving Seriously

    In my 25 years in the planned giving business, I can state confidently that less than 1% of nonprofits take planned…

    15 条评论
  • Make Planned Giving a New Year's Resolution
    2023年12月13日

    Make Planned Giving a New Year's Resolution

    According to Forbes Magazine, here are the top five New Year’s resolutions for 2024: Improved fitness: 48% Improved…

  • 2023: Year-End Deadlines for Charitable Giving
    2023年11月12日

    2023: Year-End Deadlines for Charitable Giving

    If you’re making a charitable donation to your favorite nonprofit, make sure you’re eligible for an income tax…

  • Productivity Trap
    2023年9月5日

    Productivity Trap

    I’ve spent more than two decades working with nonprofits and fundraisers, first at UPenn, then through…

  • Who Wins? Shortest Will and More.
    2023年8月16日

    Who Wins? Shortest Will and More.

    Amusing Stats: Shortest will: “All to son.” Second-shortest will: “All to wife.

  • Wills & Estates Statistics
    2023年7月12日

    Wills & Estates Statistics

    [SKIP TO THE STATS] It’s clear that the majority of Americans don’t understand the importance of a solid estate plan:…

  • 4 Prospect Engagement Levels
    2023年7月10日

    4 Prospect Engagement Levels

    Download your PDF here. Thanks to Jim Langley for this document.

  • “But I Already Have a Will.”
    2023年6月30日

    “But I Already Have a Will.”

    Times change — and so should your and your donors’ wills! [FREE marketing letter and postcard copy on this topic] Did…

    2 条评论

社区洞察

其他会员也浏览了