The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefits

12:00 p.m. | Opening Remarks
12:05 p.m. | Presentation (including Q&A)
12:55 p.m. | Closing Remarks

Presentation Title: The RIFT Project – Eliminating Delays When Requesting IRA & Other Death Benefits

Guest Speaker: Johni Hays, JD, FCEP

Presentation Description:
Has your nonprofit experienced delays while attempting to collect IRA proceeds when a donor dies and your organization is the beneficiary?? Has it taken months or years to get paid? Or, have you had to first open up an entirely separate, second account? Want a quicker way to get paid? Join us to learn how to get your money fast!

Speaker Bio:
Johni Hays has more than 28 years of experience as an attorney in charitable and estate planning. Johni is an Executive Vice President with Thompson & Associates where she designs values-based charitable estate plans for donors. She is the author of the book, Essentials of Annuities and co-author of two additional books.

Please note: This is a virtual event Registrants will be sent a Zoom link upon registration

Registration will close 3 business days prior to each program or event so that we can effectively communicate with our vendors. Please message us directly with any further inquiries regarding late registration.

Full refunds are available up to 4 business days prior to a program or event. After that time, we are unable to accommodate refunds unless SLCCGP cancels the program or event. Thank you for understanding.

SLCCGP and all of its affiliates reserve the right to use any photograph/video taken at any event sponsored or hosted by SLCCGP without the express written permission of those included within the photograph/video. SLCCGP may use the photograph/video in internal and external publications or materials produced, used, or contracted by SLCCGP. A person who does not wish to have their image recorded should make their wishes known to the photographer and/or the event organizers.