IRAs and other retirement assets are the largest assets class held by your donors. Come learn how your charity can tap into gifts of IRAs and retirement plans.
We will cover:
* How does the Charitable IRA rollover work?
* What are the opportunities and challenges for lifetime and testamentary gifts to charity from IRAs and other retirement plans?
* How well do gifts of IRAs and retirement plans work with bequests, CRTs, CGAs and CLTs?

Presenter:
Gregory W. Baker, JD, ChFC, CFP, CAP
RenPSG (Philanthropic Solutions Group)

Sponsors: University of Toledo Foundation & Greek Orthodox Archdiocese of America