Free for all SECURE Act webinar attendees
All others: $95.00
Ask questions; hear peer concerns.
Attend our webinar (or purchase the recording*) on the SECURE Act with Jeff Comfort and Viken Mikaelian and take advantage of a Q&A session on the topic for free. You’ll receive a special code for complimentary admission.
You can send in your question(s) in advance which will elevate your position in our discussion queue. Below are discussion triggers.
*Recording available after January 30, 2020.
Agenda
Wednesday, February 26, 2020
2:00 PM EST — 3:30 PM EST
2:00 — 2:45
SECURE Act Q&A
We’ll answer any questions you may have about the SECURE Act:
- Details and tax implications
- How to market it
- What communications tools are most effective
- What to tell your donors
2:45 — 3:15
General planned giving Q&A
- Ask away on any planned giving topic
- How to solicit certain gift types
- General gift plan details
- Building relationships
3:15 — 3:30
Planned giving marketing Q&A
- How often to mail? When?
- How many words in a solicitation letter?
- Direct mail or electronic mail?
- What does “effective” planned giving marketing look like?
