Intro to the IRA Charitable Rollover
September 10 @ 11:00 am - 12:00 pm CDTFree
The Charitable IRA Rollover is an incredibly tax-efficient way for older donors to support causes that matter to them. During this free, one-hour interactive session, we’ll discuss how and when to incorporate IRA Rollover giving into your fundraising strategy…and touch on how this year’s SECURE Act may make it a better time than ever for your donors to give this way. This session will be led by gift counselors with decades of experience working with nonprofits, and they’ll leave lots of time for questions…so ask away!
Dr. Brian Olson – Gift Planning Counselor
For the past 30 years, Brian has served as the CEO, CFO & COO within financial services, manufacturing, educational and church/foundation industries. He has extensive experience in developing strategic plans and operationalizing those plans. Brian’s expertise in organizational leadership, as well as credentials in charitable gift planning, have equipped him well for his role with nonprofits around the country.
Tamara Fanjoy – Gift Planning Counselor
Tamara has spent much of her career providing leadership and service in a variety of industries. Since joining the team at GPS, Tamara has established partnerships with churches and other nonprofits as they’ve launched Legacy Gift Planning Programs for their supporters. Through her role, she has helped many donors leave generous gifts to their favorite charities, creating a meaningful legacy that will impact the future of many communities