Event: Gifts of IRA Assets and Other Qualified Plans
Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. They also raise tax issues that most other types of assets don’t. This Webinar will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.
This is a pre-recorded webinar from PG Calc that was originally presented on January 27, 2022.
Cost:
$15 for SDPGP Members
$25 for Non-members
This webinar is approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. To track credits from this series, you can request a form by emailing register@sdpgp.org or you can download it from the SDPGP.org website here. The activity organizer is PG Calc and you should use the original date of the webinar (January 27, 2022) in your CFRE application.
This series of webinar presentations is generously sponsored by This series of webinar presentations is generously sponsored by The San Diego Foundation..
Sponsored By:
For more information about the event please contact us. We hope you can join us! The San Diego Planned Giving Partnership