Intro to the IRA Charitable Rollover
June 4 @ 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!
Christy Boysen – Director of Operations & Gift Planning Counselor
With a background in higher education, marketing, and event management; Christy has had the opportunity to provide leadership in a number of roles in her nonprofit career. Since joining GPS, she has helped dozens of clients establish multi-million dollar charitable estate gifts to the organizations they love. Her professional degrees include: M.A. in Higher Education, B.A. in Psychology, B.A. in Communication.
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