Public Policy for Planned Giving

NACGP Government Relations Committee Chair Bob Shafis will present on the IRA Legacy Act, a significant expansion in IRA giving opportunities.

The IRA Legacy Act allows donors to draw upon their IRA to create charitable gift annuities. Bob will explain the substance of the new law and advise gift planners on how to communicate it to donors. In addition, he will discuss 2 other projects that the Government Relations Committee has been working on. First, an update on CGP’s RIFT (Release IRA Funds Timely) Project, a database of materials to assist charitable organizations to effectively file and timely receive IRA beneficiary distributions. Bob will also talk about the committee’s recommendations to the IRS about changes in Form 990.

About the Speaker

Robert Shafis has been a successful fundraiser, speaker and attorney for over 30 years, and through his personal fundraising and through programs under his direction has accounted for over $800 Million in major and planned gifts.  He is currently Director of Planned Giving Services with Veritus Group.  

He began working in fundraising with the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries.  He was Director of Planned Gifts for the National Alzheimer’s Association, and for Alexian Brothers Health System Foundation. As Director of Major Gift Planning at Chicago’s Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 Million each.  He was most recently Territorial Director of Planned Giving for the Central Territory of The Salvation Army, working with its 10 planned giving programs around the Midwest.  

At Veritus Group Bob has analyzed over 1 million donor records for planned giving purposes, finding hundreds of millions of dollars of unidentified planned gifts, and thousands of names ready for planned giving solicitation and marketing.  He also manages planned giving programs for clients, helps develop planned giving campaigns, and evaluates planned giving programs.

Thank You to our Chapter Gold Sponsor

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