Monthly Program

The Government Has Enough Money: Help Donors Direct More Money to Family and Charity

April 14, 2023

DoubleTree by Hilton – Independence
6200 Quarry Lane, Independence, Ohio 44131

Registration & Breakfast | 7:45 AM
Program | 8:15 AM
Q&A | 8:45 AM
Adjourn | 9:00 AM

Credits applied for: 1 CFRE

Speaker:

Bradley Schlang

Eton Financial Services

Description:
Donors are hesitant to give today due to the 2022 stock market. This program will discuss donation strategies to consider instead of the traditional gifts of cash and highly appreciated securities to allow Donors’ portfolios time to recover. In particular, we will consider the use of Charitable IRA Rollovers (also called QCDs) and why they are even better after Secure Act 2.0. You will leave this meeting with a strong foundation in the techniques that work during a down market as well as how to communicate the benefits to Donors so they will act.

Cost to Attend:

NOCGP Members: $30

Non-Members: $35

Non-Members + New Membership: $50