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 new retirement plan legislation into law, commonly called Secure 2.0, the new legislation builds on SECURE Act of 2019. It aims to further expand Americans’ ability to save for retirement and increase their options for doing so. Stelter Senior Gift Planning Consultant, Lynn M. Gaumer, J.D., explains what this means for you and for your donors.Continue reading President Signs Retirement Plan Legislation into Law (Plus, Get Your Free Download)
