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In a recent CGP survey 43% of organizations stated they experienced difficulty in collecting beneficiary proceeds from one or more IRA administrators.
Charity IRA Beneficiaries Navigate Stormy Seas to Safe Harbors, Parts 1&2 - June/August 2016By Jeff ComfortUsed by Permission of Planned Giving Today |
IRA Collection and 401(k) Bequests to Charity - December, 2023By Charles SchultzUsed by Permission of Crescendo Interactive, Inc |
Collecting IRA Beneficiary Gifts - A Death-Defying Experience - March 2018By Jeff LydenbergUsed by Permission of PG Calc Read Now
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