Secure Act 2.0 - Closing a QCD to CGA Gift
9:00 AM - 10:00 AM CT
Speaker(s): Jamie Mager, Director of Gift Planning, University of Colorado - Office of Advancement
Experience Level: All Levels
Elective Session
There has been a lot of talk about what the Secure Act 2.0 gave us - the ability to use a QCD to close a CGA (or CRT). But what does that actually look like? Who makes the most sense for this type of gift? Join this session to first understand a quick lesson on taxes, IRAs and why and how they are important for our donor work. This will also lead us to learn about the first gift (and many others that have followed) for the University of Colorado.