The SECURE Act and Gift Planning (Free Webinar)

Since its passage, the SECURE Act has triggered a lot of discussion and questions among gift planners. What are the details I need to care about? What should I do to inform my donors? Are there new gift planning opportunities I should be bringing to their attention? In this FREE webinar, PG Calc’s Bill Laskin will explain in detail the SECURE Act provisions that have relevance for gift planning. He will also suggest ways gift planners can respond to these changes to maximize their fundraising success. In addition, PG Calc’s Andrew Palmer will share the marketing advice we are giving to our Marketing Services clients regarding SECURE Act changes.

All registrants will receive a recording of the presentation.