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  • What Does the SECURE Act Mean for Our Donors AND Blueprint for an Effective Charitable Gift Annuity Program

What Does the SECURE Act Mean for Our Donors AND Blueprint for an Effective Charitable Gift Annuity Program

  • 18 Feb 2021
  • 10:30 AM - 12:45 PM
  • Zoom

Registration


Registration is closed
    10:30 a.m. Program Begins

    Session 1:  What Does the SECURE Act Mean for our Donors? Advising on Making IRA Beneficiary Designations Before Death and Taking Minimum Distributions After Death

    The minimum distribution rules are complex. Trusts can be named as beneficiaries of a retirement account, but choices need to be made by the client and the advisor.  Most of our clients fall into one of a relatively few categories: by examining common fact patterns, financial professionals will learn how to advise most of their clients most of the time. By understanding how non-charitable beneficiaries will receive distributions during lifetime and after death, charitable planners can help their clients to think strategically about charitable gifts.

    Our Presenter

    Tim Guare practices in the areas of estate planning, estate administration, tax, and corporate law with Tim Guare PLC, Richmond, Virginia. Tim is a Fellow in the American College of Trust and Estate Counsel. Tim received his undergraduate degree from The University of Virginia in 1988 and his law degree from Harvard Law School in 1991.

    11:30 a.m. Break
    11:45 a.m. Program Resumes

    Session 2: Blueprint for an Effective Charitable Gift Annuity Program

    Our Presenters
    • Karl McTaggart, PNC
    • Gayle Haglund, CFRE, Westminster Canterbury
    12:45 p.m. Adjourn

    Copyright 2021

    VGPC, PO Box 6605, Richmond, VA 23230
    (804) 368-3397 x 2
    info@vagiftplanning.org

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