CGP advocacy update header

Title: CGP Advocacy Update
Date: May 18, 2023
Time: 1:00 p.m. ET

Charitable Gift Annuities with the Expanded IRA Rollover: A Closer Look
With the passage of the Secure Act 2.0 in late 2022, new opportunities with restrictions for life-income gifts are now possible with qualified charitable distributions. This presentation will take a closer look at Charitable Gift Annuities with QCDs and discuss important factors for consideration when working with donors. Our panelists will also share their insights on how this new legislation is providing opportunities for conversations with donors.

Raymond T. Rotolo, Sr., Director, Planned Giving at Claremont McKenna College
Joe Bull, Vice President Advancement at Wilmington College
Nicola Lawrence, AVP Philanthropic Advising at Phoenix Children's

CGP Advocacy Updates are now free to the CGP network. To register, please log in, add the product to your cart and check out to complete the transaction. Registration for the live event closes 24 hours prior at 1 p.m. ET on May 17. You will receive call access instructions shortly after. After the advocacy update, view your Order Details to access the recording and materials from the call. All registrants will be emailed a recording and related materials after the call. 


Event Type: 
Advocacy Update
Purchase Type: 
Date of Event: 
Thursday, May 18, 2023 - 01:00