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SECURE Act Q&A

Secure Act Questions And Answers

Donors will ask. Know the facts.

WEDNESDAY, FEBRUARY 26 | WEBINAR

Do you feel overwhelmed by new legislations affecting the planned giving industry?

What compounds the confusion is the approach to webinars by brilliant subject matter attorneys.

Attorneys, however, are for back-office operations. For frontline work, it’s the marketing experts that bring in the gifts. Two different specialties, addressing two different needs. An analogy would be, “Attorneys build phone systems; marketing makes the phones ring.”

If you are looking for practical solutions addressing the SECURE Act, we’ve got good news. We’re offering a webinar that not only gives you knowledge, but the know-how to market that knowledge:

  1. It’s led by Jeff Comfort who has 36 years frontline experience (Georgetown, Oregon State), provides planned giving services to about 50 major gift officers, and has raised almost $1 billion in his career
  2. It’s co-hosted by Viken Mikaelian, a frontline planned giving marketing expert for 25+ years

Your donors need a simple, clear, practical “frontline” message, because “confused people don’t buy.”

Huge Opportunities for Planned Giving.

Plenty of giveaways and downloads including our popular IRA Rollover Toolkit.

Support your organization, build your future, advance your career. Sign up today.

Ask questions. Hear peer concerns.

Live Q&A*

(+ Webinar Recording, IRA Rollover Toolkit, and several other resources)

REGISTER

WEDNESDAY, FEBRUARY 26, 2 PM (EST)

REGISTER for Q&A.

AGENDA

 

*The Q&A is complimentary if you attended the PlannedGiving.Com webinar on January 29th or have purchased a recording. The recording of the Q&A will be available February 1st, 2020.

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