3: Gifts of Retirement Assets

We’ve all heard a lot about the IRA Charitable Rollover lately. It’s the best giving technique ever created, because Americans hold over $30 Trillion in retirement assets. Did you know there are other even more fun ways to give from retirement assets? This session will take a deep dive into Gifts of Retirement Assets.

There are three primary ways that people give retirement assets:

  • Qualified Charitable Distributions
  • Beneficiary Proceeds
  • Testamentary Charitable Remainder Trust funded with Retirement Assets

You’ll will walk away with actionable items you can start using right away to access retirement assets in new and exciting ways. These actionable items can add millions to fundraising results this year!