The Do’s and (a few) Don'ts of Gifts from IRAs

Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at the end of 2015. However, often overlooked are the various other ways that IRA assets can be an important part of a donor’s charitable planning. This webinar will explore lifetime and testamentary giving options using IRA accounts and other retirement accounts. In addition to gift opportunities, we will use case studies to discuss myths and misconceptions associated with gifts of retirement plan assets.