Jeff Comfort, with
Camilyn Leone, Esq.
Have your questions ready; hear what your peers are asking. Including your donors.
If you attended our webinar in January, please do not purchase this event. You should have received a code for complimentary admission.
You can still attend this event for free if you purchase the recording of the webinar.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a brand-new effort to boost Americans’ retirement savings.
The laws present a number of opportunities — and challenges — for individuals and their families. They also give us a unique opportunity to show how planned giving can be an important tool to meet individuals’ philanthropic goals while also benefiting their loved ones through estate planning.
Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.
There are huge opportunities for planned giving.
Purchase the recording here if you wish to attend this Q&A for free. In this past webinar, Jeff and Viken cover key SECURE Act facts and explain how to make the most of the opportunities it presents. Take advantage of this unique event to arm yourself with all the information you’ll need.
The webinar includes plenty of content, action-items and downloads.
↦ The planned giving opportunities and obstacles of the new laws.
↦ How your donors and prospects think.
↦ What advisors are telling your donors.
↦ What cues to give to donors.
↦ Are the new laws "taxing" your donors?
↦ How do the new laws affect the "rich?"
↦ How do the new laws affect the "average" donor?
↦ And more …
↦ IRA Solicitation Letter
↦ IRA Rollover Toolkit
↦ Follow-up Email A & B to Donor
↦ Sample Letter of Instruction from Donor to Plan Provider