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PG Calc Webinar Series

Tuesday, May 26, 2020 PG Calc Webinar Series: Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner
Webinar: 9:00 am - 10:30am
Discussion: 10:30am - 11:00am

Presenter: Johni Hays Senior Vice President, Thompson & Associates

Sponsored By:
Rancho Santa Fe Foundation
Location: Via Zoom

Zoom link will be provided upon registration.

San Diego Planned Giving Partnership is proud to host a valuable resource for our community: PG Calc Webinars. We are excited to partner with our sponsor for this webinar series, the Rancho Santa Fe Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner.

Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claim process by requesting more and more forms, requiring your organization to set up a second account just to get the proceeds, or asking for personal information about your officers or board members while telling you (erroneously) the Patriot Act requires you to provide it? What was once a simple practice of providing a death certificate and receiving your share of the IRA within 30-60 days has turned into a laborious procedure. The good news is that, led by efforts of Johni Hays and a few others, we are making progress toward simplifying the process. Join us to learn the latest on how your nonprofit can get its IRA death proceeds faster and without providing unnecessary personal information.

* This is a Taped Showing of the pre-recorded PG Calc webinar that was originally presented by PG Calc in February 2020.

$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation
$20 for anyone at the door (credit cards, checks and cash will be accepted at the door).

Advance Registration Now Open!


Park in any open space – the parking lot is shared with the Courtyard by Marriott and is plentiful.

For more information about the event please contact us.

We hope to see you there!

The San Diego Planned Giving Partnership