Calming Troubled Waters: Eliminate Delays When Requesting IRA Death Proceeds  

Luncheon Program 

November 18, 2021 - 12:00 PM-1:15 PM PDT

Program Description

Has your nonprofit experienced delays - months or even years - while attempting to collect IRA death proceeds when your donor has passed away? Or, has your organization been required to set up an entirely separate, second account, sometimes with a personal social security number (aka an Inherited IRA) just to get the bequest? What was once a simple transaction has turned into an onerous and laborious procedure – so much so, that some charities completely give up on trying to get their rightful share. The good news is that we are making great progress toward simplifying the process. Join us to learn what is driving delays in disbursing funds, which IRA custodians are problematic and which aren’t, and tips for getting funds disbursed faster.

Presented by Johni Hays, JD, FCEP.

 Executive Vice President, Thompson & Associates

Johni Hays has more than 28 years of experience as a practicing attorney in charitable and estate planning. She served as the president of the Charitable Estate Planning Institute and she is the author of the book, Essentials of Annuities and co-author of two books, The Tools and Techniques of Charitable Planning and Message From the Masters: Our Best Donor Stories that Made a Difference. In 2021, Johni was inducted into the National Association of Charitable Gift Planners Hall of Fame and received its Distinguished Service Award in 2020.

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