The SECURE Act and Planned Giving Strategy
TELL DONORS ABOUT NEW GIVING INCENTIVES
Understand new provisions that make some types of charitable contributions more appealing. The SECURE Act, or “Setting Every Community Up for Retirement Enhancement” Act was signed into law on December 20, 2019, as Division O of the Further Consolidated Appropriations Act, 2020. It consists of approximately 46 pages near the end of the larger 715-page bill, but there are three changes that most affect charitable gifts and gift planning:The beginning age for required minimum distributions…
Joe Thiegs
Greater Public Planned Giving Advisor
(612) 999-3940
(Central Time Zone)
jthiegs@greaterpublic.org
Main contact for planned giving
Philadelphia - July 7-10
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