1288 Valley Forge Rd. Building 82
(800) 490-7090

SECURE Act Q&A Webinar

Free for all SECURE Act webinar attendees
All others: $95.00

Ask questions; hear peer concerns.

Attend our webinar 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.

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?

The Planed Giving Bible: It's the definitive guide to gift planning. It covers the "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your donors.
2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
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