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PG Calc Planned Giving Webinar Series for Nonprofits
March 28, 2019 @ 10:00 am - 11:30 amFree
Join GTCF and other Pierce County nonprofit organizations as we gather to listen to PG Calc’s March webinar. The webinar will take place in the Greater Tacoma Community Foundation board room. The webinar will begin at 10:00 am and last until 11:30 am. Please feel free to stay longer to discuss highlights and takeaways. We will have coffee brewing for you!
To RSVP, please email email@example.com.
“The Do’s and (a few) Don’ts of Gifts from IRAs” by Mike Valoris
Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at the end of 2015. However, often overlooked are the various other ways that IRA assets can be an important part of a donor’s charitable planning. This webinar will explore lifetime and testamentary giving options using IRA accounts and other retirement accounts. In addition to gift opportunities, we will use case studies to discuss myths and misconceptions associated with gifts of retirement plan assets.