Monthly Meeting - WEBINAR
Thursday, November 14th - 10am-11:15am
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Not Your Parents' IRA:
The Rise of Complex Assets/Impact for Charity Charitable IRA beneficiary designations are a growing share of planned gifts. What's inside most of those IRAs today may bear little resemblance to what future IRAs hold. Welcome to the wild and wooly world of self-directed IRAs (SDIRAs). Though "only" a several hundred-billion-dollar slice of the multi-trillion-dollar IRA market, what happens if your charity accepts an IRA full of illiquid assets, or one with an LLC, which in turn holds dozens of illiquid investments? And even if you know what's inside, are you prepared for liquidation challenges, UBTI and UDFI (Unrelated Debt Finance Income) considerations too? This presentation will trace the IRA from its humble 70s roots through the Secure Act 2.0; outline how the SDIRA industry has exploded as investment options have proliferated; and highlight a cascade of considerations for charity, the IRA and the IRA account owner too. Location:
ZOOM WEBINAR: Link provided one day prior to the event. Fees: PGFGS Member: $15 Non Member: $20 No recording will be available. |
Grant Whitney
Managing Director for Mass General Hospital Grant previously served Harvard University's Faculty of Arts & Sciences for almost 21 years and applies a background in alternative dispute resolution to philanthropic planning. In addition to frontline work completing irrevocable and revocable gifts, he led Harvard’s John Harvard Society, the University’s largest planned gift recognition effort. In the University's $9.2 billion campaign (2018), he managed initiatives that led to more than 1,000 alumni and friends becoming new John Harvard Society members. A past member of the CGP national board, Grant is a member of the CGP Speakers Bureau and the '22-'23 CGP Mentor Panel. |
Past Programs
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2024 Programs
2023 Programs
2022 Programs
2021 Programs
Note: members can log in to access these and more past program materials. Need help logging in? Contact [email protected].
2024 Programs
- September 26: Lessons from History: Reviewing Past Planned Gifts to Influence Future Successes with Brian Casey and Carrick Davis, U.C. Davis.
- July 25 (webinar): Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Karen Piel & Delinda Rood
- May 23 (webinar): Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Joe Bull
- April 25: Who Can You Trust to be Your Trustee? Trust Department & Private Fiduciary Panel with Tammi Griswold, Alysia Corell and Walcott & Hartin
- April 4 (webinar): Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton Senior Philanthropic Advisor, US Bank
- February: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank
2023 Programs
- December: Annual Meeting and Holiday Mixer
- October: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
- September (Webinar): Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
- August: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
- June: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
- May: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer's Association, Northern California & Northern Nevada Chapter
- March: Demystifying Estate Planning - Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
- February: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP
2022 Programs
- November: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
- October: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
- September: Planned Giving 101 Workshop with Craig Wruck
- August: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE (*)
- April: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP (*)
- March: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo, Senior Director of Planned Giving and Corporate Relations, Catholic Charities of Santa Clara County and Lisa Barr, Regional Director at National Philanthropic Trust (*)
- February: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation (*)
2021 Programs
- November: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
- October: Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
- September: Incorporating Planned Giving in your Year-end Giving Program
- August: The Future for Social Justice and Philanthropy
- June: Strengthening Your Virtual Ask
- May: Utilizing Transitions and Building Donor Understanding
- April: Qualification Essentials and the Use of Probing Questions
- March: Understanding Trends and Building Confidence
Note: members can log in to access these and more past program materials. Need help logging in? Contact [email protected].