Secure Gifts With the SECURE Act – Recording

Secure Gifts With the SECURE Act – Recording

$95.00

Jeff Comfort, with
Viken Mikaelian

Your donors will be asking you about the SECURE Act so you better know the facts and have the answers. All the answers. You want to position yourself as an expert resource.

  • Description

New! this recording also gives you access to the Q&A session.

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.

Huge Opportunities for Planned Giving

This seminar will be a definitive resource for fundraisers. Jeff and Viken will 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 will include plenty of content and action-items.

We'll cover:

↦ 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 …

Downloads include:

↦ IRA Solicitation Letter

↦ IRA Rollover Toolkit:

  • Sample IRA Promotional Letter to Donor (slightly technical)
  • Sample IRA Promotional Letter to Donor (informal)
  • Postcard A (IRA Rollover)
  • Follow-up Email A to Donor
  • Sample End-of-Year Solicitation Letter to Donor
  • Postcard B (IRA Rollover + Appreciated Stock)
  • Follow-up Email B to Donor
  • Postcard C (IRA Rollover + Beneficiary Designation)
  • Sample Letter of Instruction from Donor to Plan Provider
  • Sample Gift Acknowledgement Letter to Donor
  • Planned Giving Website Home Page IRA Teaser
  • Planned Giving Website IRA Charitable Rollover Page
  • IRA Charitable Rollover Questions and Answers

↦ Pocket Guide for Board Members

There are no refunds if you can't make it to the webinar. You will still be able to get a recording as well as be able to download all of the tools.