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?
