Santa Delivers Secure Act 2.0: QCDs to CRTs and CGAs

Our inaugural 2023 webinar will cover one of the newest opportunities in planned giving:  qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs).  We will cover the new rules, open questions, practical considerations, and case study opportunities.


This webinar will prepare you to:

  • Advocate to internal management why the time is NOW to market these new opportunities;
  • Discuss tax implications to internal and external constituencies;
  • Discuss practical considerations of these donations;
  • Review the target donor market;
  • Discuss a number of open questions;

This new law has been pushed for more than a decade by both the National Association of Gift Planners (CGP) and the American Council on Gift Annuities (ACGA).  Editorial note:  When you wonder what value you get by joining these national organizations, this is major benefit. Join both groups for their research, advocacy, conferences, networking and POLITICAL ACTION!!!