As of March 31, retirement assets accounted for an estimated 33% of all household financial assets in the U.S. At the end of 2019, the total balance in 401(k) plans, 403(b) plans, 457 plans, and other employer sponsored plans held an estimated $22 trillion in assets.*
Your donors have substantial assets in these retirement accounts that can be used to make charitable gifts. Your role is to understand their options and, where appropriate, to bring to their attention giving strategies that will meet their financial and philanthropic goals. In this webinar, we will consider the rules and procedures for making successful charitable gifts using retirement plan assets, both during life and at death. Through a series of donor cases, you will learn what questions to ask, what strategy fits with which donor goals, and the profiles of ideal retirement asset donors. We will also offer guidance on the often difficult process of processing death benefits from donor retirement accounts.
