September 6, 2017- Tapping into Charitable Gifts from IRAs and Retirement Plans

September 6, 2017 @ 11:30 am – 1:00 pm
University Club on Vanderbilt Campus
University Club
2402 Garland Ave, Nashville, TN 37212
Paul Grassman

 Tapping into Charitable Gifts from IRAs and Retirement Plans

IRAs and other retirement plans are the largest assets class held by your donors. Come learn how your charity can tap into gifts of IRAs and retirement plans. We will cover:

• How does the Charitable IRA Rollover work?

• What are the opportunities and challenges for lifetime and testamentary gifts to charity from
IRAs and other retirement plans?

• How well do gifts of IRAs and retirement plans work with Bequests, CRTs, CGAs and CLTs?


This program has been approved for 1 general hour of CLE and 1 hour of CFRE.


Speaker: Gregory Baker

Gregory W. Baker, J.D., ChFC®, CFP®, CAP, is Executive Vice President of Renaissance Philanthropic Solutions Group, the nation’s largest independent charitable gift solutions provider. For the past 27 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 development officers and financial planners in all 50 states regarding more than 19,000 charitable remainder trusts, more than 800 charitable lead trusts and numerous foundations, charitable gift annuities and donor-advised funds. His advice has helped donors contribute over $6 billion to charitable gift plans.

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