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The Do's and (a few) Don'ts of Gifts from IRAs (Webinar)

Thursday, March 28, 2019
12:30 pm2:30 pm
Rudolf Steiner School of Ann Arbor, 2230 Pontiac Trail, Ann Arbor, MI 48104
The Do's and (a few) Don'ts of Gifts from IRAs (Webinar)

Presenter: Mike Valoris, PG Calc

Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at the end of 2015. However, often overlooked are the various other ways that IRA assets can be an important part of a donor’s charitable planning. This webinar will explore lifetime and testamentary giving options using IRA accounts and other retirement accounts. In addition to gift opportunities, we will use case studies to discuss myths and misconceptions associated with gifts of retirement plan assets.

Program Sponsor: Community Foundation for Southeast Michigan
Location Sponsor: Rudolf Steiner School of Ann Arbor