Signature Series - The Gift Planner's Guide to the SECURE Act AND Issues in Using IRAs and Retirement Plan Assets for Philanthropy & Estate Planning (Panel Discussion)

Walk away with every viable charitable planning tool to help educate and motivate donors when planning to leave behind their retirement assets. 

IRAs have long been valuable for charitable giving, particularly as deferred gifts.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law on December 20, 2019, makes several changes that could make charitable planning with retirement assets even more appealing. On Feb. 23, 2022, The U.S. Department of Treasury released proposed regulations, clarifying its interpretation of inherited IRA changes under the SECURE Act.

The solutions we'll discuss in this presentation include the following charitable estate planning strategies for retirement assets: 

• Qualified Charitable Distributions (and a couple of little-known income tax savings often overlooked) 
• Testamentary Charitable Remainder Trusts (CRTs) 
• Testamentary Charitable Gift Annuities
• Direct charitable bequests from retirement plan assets

Our Presenter

Paul Casperson, CFP, AEP, MS, Senior Philanthropic Advisor, Office of Estate & Gift Planning, University of Florida Foundation

Panel Discussion

Join Ann Deppman as she moderates a discussion with Birch Douglass, Gerald Hagen and Michelle McKinnon about Issues in Using IRAs and Retirement Plan Assets for Philanthropy and Estate Planning.

Thanks to our Sponsors

Our Schedule

• 9:00 a.m. Registration/Networking
• 9:25 a.m. Welcome/Announcements
• 9:30 a.m. Program with Paul Casperson
• 11:00 a.m. Beverage Break
• 11:15 a.m. Panel Discussion
• 12:15 p.m. Lunch
• 1:00 p.m. Adjourn