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For Advisors

Solving Your Client’s Retirement Asset Concerns with Charitable Giving

Date

Mar 28, 2025

Time

8:00 a.m. – 9:00 a.m.

Location

Virtual

Topic

For Advisors

Presenter(s)

Johnne Syversen, CFP, CAP®, AEP, Vice President of the National Gift Annuity Foundation

Presented in partnership

In the next 5 years, an estimated $5T is expected to transfer to heirs, including significant retirement assets. This webinar will provide you with options within the SECURE Act 1.0 and 2.0 for your charitably-inclined clients who are grappling with managing retirement assets in their lifetime and beyond.  We’ll discuss:

  • Qualified Charitable Distributions (QCD) from IRA accounts – the basics, rules, tax implications and using a QCD for a gift that provides income.
  • Testamentary charitable giving tools that allow non-spousal beneficiaries to receive IRA proceeds over a lifetime instead of 10 years.
  • Relevant provisions of the SECURE Acts pertaining to charitable giving.

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Presenter

Johnne Syversen, CFP, CAP®, AEP and Vice President of the National Gift Annuity Foundation is a financial services and planning professional with more than 45 years’ experience.  Johnne regularly serves as a resource to other professionals in charitable tax planning and was a founding member of the International Association of Advisors in Philanthropy (AiP). 

For questions or changes in registration, please email Carmen Burgos.

To learn more about our advisor services, please contact Sharon Cappetta CAP®,
Director of Development, by phone at 203-777-7071 or by email:

EMAIL SHARON