July 30, 2024 MPGC Lunch ‘N Learn
11:00 a.m. - 12:00 p.m. View Webinar Recording
12:00 p.m. - 1:00 p.m. MPGC Lunch & Learn Discussion

PG Calc's Webinar Recording “Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner”
presented by Johni Hays, Senior Vice President at Thompson & Associates
"Has your nonprofit bumped into roadblocks while attempting to receive IRA death proceeds from a donor? Have IRA administrators delayed the death claim process by requesting more and more forms, requiring your organization to set up a second account just to get the proceeds, or asking for personal information about your officers or board members while telling you (erroneously) the Patriot Act requires you to provide it? What was once a simple practice of providing a death certificate and receiving your share of the IRA within 30-60 days has turned into a laborious procedure. The good news is that, led by the efforts of Johni Hays and a few others, we are making progress toward simplifying the process. Join us to learn the latest on how your nonprofit can get its IRA death proceeds faster and without providing unnecessary personal information."

Maine Planned Giving Council Lunch ‘N Learn Hosts