What’s the best planned gift to promote to your donors in 2023? The CGA! Our Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., tells us why and gives us details on some new opportunities it has to offer.Continue reading And The Winner is: The Award For Best Planned Gift of 2023 Goes To…
The president just signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law will take effect on Jan. 1, 2020. This legislation marks the most significant changes to retirement security since the Pension Protection Act of 2006. Continue reading Special Update: President Signs New Retirement Plan Legislation into Law
