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.
Note about communicating with donors during the COVID-19 pandemic: With uncertainty and changing landscape amid the COVID-19 pandemic, nonprofit organizations should exercise even higher than ordinary thoughtfulness and sensitivity in determining whether and when to send donor communications, including planned giving messaging. Many public media stations are postponing or reviewing current planned giving messaging to avoid upsetting supporters and others who may be particularly sensitive to messaging regarding estate planning. Additionally, the Coronavirus Aid, Relief,…