Webinar - The Big Give: SECURE Act 2.0 and Charitable Gift Planning

Workshop:The Big Give: SECURE Act 2.0 and Charitable Gift Planning

An amazing gifting opportunity has been created by Congress and your local Catholic parish or charity can benefit! Passage of the SECURE Act 2.0 into law allows seniors aged 70½ or older to give a one-time, tax-free $50,000 rollover from their IRA into a charitable gift annuity.

Speaker Robert Heuermann, Executive Director of the Catholic United Financial Foundation, will explain how this process can offer you protected income for retirement, satisfy your required minimum distribution, potentially offer you tax benefits, and provide a gift for your local parish or charity! Learn about this great opportunity the federal government is offering charitable-minded seniors like you. Register now to attend this webinar for free.

Location: Online


Time10 AM

To RSVP by phone call 1-800-441-9949
or fill out and submit the form below


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