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)
We’ve received a lot of questions on the new SECURE Act. Here’s a summary of what changed, what stayed the same, what it means and what you can offer your donors. Continue reading [FREE DOWNLOADS] The SECURE Act: How Did It Change Charitable Giving?
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