What Non-Profits Need to Know
Qualified Retirement Plans (401(k), 403(b), SEP, IRA, etc) are the fastest growing asset category in the United States and increasingly comprise the largest or one of the largest elements of many donors' portfolios. Knowing how to navigate the complex world of qualified retirement plans, how to talk with donors about using retirement plan assets to make charitable gifts, both currently and through their estates, can unlock significant funds for charitable purposes. This session will look at the range of retirement plans, the rules about transfers to charity, the impact of inheriting a qualified plan, and the ways in which non-profits representatives can work with donors to make significant gifts and navigate the waters of the tax code.
12:00 PM Registration, Lunch and Networking
12:20 PM Welcome
12:30 PM Presentation
1:30 PM Event Adjourns
About the SpeakerDr. Bruce Bigelow
Charitable Development Consulting
A founding partner of Charitable Development Consulting, Dr. Bigelow served as Senior Vice President at Hood College in Frederick, Maryland, from 1989-2003. Prior to that appointment, he was the Associate Vice President for Development and, earlier, the Director of Planned and Major Gifts at Gettysburg College.
During his three years on the Board of Directors of the National Committee on Planned Giving, Dr, Bigelow chaired the national task force on planned giving research for NCPG and wrote and directed the first and, to date, only two national surveys of donors motivations and behaviors across the broad planned giving spectrum.
Dr. Bigelow has a BA from the College of Wooster in mathematics and history and both an MA and PhD from the University of Chicago.
A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].
A request for refund of an event registration fee must be sent in writing, email permissible, to Info@ChesapeakePlannedGiving.org
. The registration fee for an event cancellation received within seven  days of the event or a no-show is nonrefundable.