CGP Advocacy Update for 2023: New Opportunities for IRA Rollovers 

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

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SCHEDULE OF EVENTS TUESDAY FEBRUARY 21, 2023
11:30 AM to 12 PM Registration & Networking
12-1 PM Introductions & Luncheon Program

REGISTRATION
Members $35
Non-Members $50

ABOUT OUR LUNCHEON PROGRAM: 

The IRA rollover has now been expanded to include life income gifts. Learn the specific limitations and opportunities this new legislation presents for donors and organizations. This presentation will also include an update on legislation that did not pass this year and CGP’s ongoing activities and initiatives to improve and expand charitable gift planning. 

Learning Objectives & Outcomes:

1. Legislative summary on the charitable giving provisions passed in the Consolidated Appropriations Act H.R. 2617
2. Specific limitations and conditions for eligibility of life income gifts in the recently passed legislation.
3. Summary of introduced bills to support charitable giving that did not pass in 2022 and plans for future reintroduction.
4. Review of CGP-specific initiatives, including requested change to the IRS Form 990, Section VIII and an update on efforts to improve the timely distribution of IRA beneficiary proceeds from financial institutions.

ABOUT OUR SPEAKER

Michael Kenyon is president and CEO of the National Association of Charitable Gift Planners, the leading organization setting standards, providing education, resources, and advocacy for charitable gift planners. Joining the organization in 2012, Michael’s responsibilities include overseeing the CGP staff based in Indianapolis, IN and working with a national network of nearly 90 councils throughout the country. He actively advocates for the over 6,000 CGP members to promote the value of charitable gift planning to legislators in D.C. and speaks throughout the country on the role of advocacy in the nonprofit sector. Michael has over 20 years executive leadership with community based, cultural, and professional membership organizations. He has recently served as Vice President for the Charitable IRA Initiative, co-chair of the Financial Awareness Foundation National Campaign and member of the international Board of Directors of the Percussive Arts Society.

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