The SECURE Act and Beyond: What It Means for Charitable Giving

The SECURE Act and Beyond: What It Means for Charitable Giving

Featuring: Lynn M. Gaumer, J.D and Larry Katzenstein (2020)
Run time: 60 minutes

Have questions about the SECURE Act and what it means for your organization and your donors?

View our one-hour webinar to learn about the details of the SECURE Act. Lynn M. Gaumer, J.D., senior gift planning consultant for The Stelter Company, and Larry Katzenstein, partner at Thompson Coburn LLP and authority on estate planning and planned giving, provide an overview of the legislation and discuss how it impacts you and your donors.

View this webinar to:

  • Learn about the details of the SECURE Act
  • Understand how the new retirement rules impact charitable giving
  • Grow your planned giving program by implementing a few key marketing ideas
  • Keep on the path to success with best practices for talking to your donors about the SECURE Act

Complete the form to access the recording and handouts.

Please complete all fields below to access the webinar. Thank you!

Thank you!

Please use the links below to access the recording and handouts.

It was thorough and I felt engaged the entire time, the examples were great, and tips on how non-profits can use this to their advantage. Thanks for the organized and very useful presentation, I had more takeaways than expected.

Emily Preston, Senior Planned Giving Coordinator, Environmental Defense Fund