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Gifts of Retirement Plan Assets (Including Qualified Charitable Distributions)
Speaker: Timothy J. Prosser, JD, Senior Relationship Manager, TIAA Kaspick
Donors hold a large portion of their net worth in retirement plan accounts, including IRA, 401(k) and 403(b) accounts. We will discuss the financial and tax benefits of using these assets to fund charitable gifts, including life-income gifts, both during life and at death. Participants will understand how to structure gifts of retirement plan assets, including QCDs, and how to avoid common planning pitfalls.
Chicago Council on Planned Giving © 2017 | Phone: 630-599-7103 | ccpg@ccpgonline.org
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