Knowledge @ Noon – September 2019

Knowledge @ Noon - September 11, 2019

Topic: The Do's and (a few) Don'ts of Gifts from IRAs

September 11th, 2019, 12:00 pm - 1:15 pm
American Red Cross  Directions
Register by September 10th, 2019
10 for Non-Members --- Members are FREE!

Topic:  The Do’s and (a few) Don’ts of Gifts from IRAs

Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at the end of 2015. However, often overlooked are the various other ways that IRA assets can be an important part of a donor’s charitable planning. This webinar will explore lifetime and testamentary giving options using IRA accounts and other retirement accounts. In addition to gift opportunities, we will use case studies to discuss myths and misconceptions associated with gifts of retirement plan assets.

Presenter:  Mike Valoris, Senior Consultant, PG Calc

Mike is a senior consultant at PG Calc supporting our retainer and project consulting clients.  Mike brings extensive gift planning and legal expertise to his consulting role at PG Calc. His experiences as a front-line gift planner and director of three active gift planning programs have taught him that the most successful planned giving programs – and planned gifts – require collaboration. Mike had broad responsibilities at all of the organizations where he has led gift planning programs, including ensuring best practices and efficiency in gift planning administration, legal compliance, stewardship of legacy circle members, multi-channel marketing efforts, and liaison among legal, investment, and custodian bank professionals. Over the years Mike has collaborated with staff at PG Calc to structure and close gifts, and also to have their expertise with special projects.

He joined American Friends Service Committee in 1998, eventually rising to the position of Director of Gift Planning.  Mike was at Swarthmore College as Director of Gift Planning from 2005 to 2013 and he was most recently the Executive Director, Gift Planning at Temple University. At Temple, he supported 50 gift officers helping them to identify their best planned giving prospects, joining with them to do donor visits, and conducting trainings about raising the topic of planned giving in the donor’s living room and how to identify planned gift opportunities.

For 18 years prior, Mike ran his own law practice, focusing on estate planning and real estate. In that capacity, he learned about the benefits – and pitfalls – of real property.

Mike holds a BA in journalism from Penn State and a JD from Widener University School of Law.

Where: 
American Red Cross
2111 Dana Ave.
Cincinnati, OH 45207
Directions

Time:
12:00pm – 1:15pm    

Cost: 
Members – Free
Non Members – $10

Questions:
Ask Event Chair, Kathann Koehler at koehler@xavier.edu

RSVP

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