Secure Gifts With the SECURE Act

Do you feel overwhelmed by all of the regulations 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 recently held a webinar (get the recording) 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. Purchase the recording of our webinar on the SECURE Act today.

More about the SECURE Act: Does it help charity? FAQs; Downloads (requires registration); and more.

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.

More about the SECURE Act: Does it help charity? FAQs; Downloads (requires registration); and more.

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