David & Goliath: Facing Financial Giants in Applying for and Receiving IRA Death Claims

David & Goliath: Facing Financial Giants in Applying for and Receiving IRA Death Claims

In this session we will identify the resources available to guide you through the obstacle course of IRA beneficiary payouts including the RIFT Database and the RIFT Advocates working group.  You will also gain knowledge to join the national effort for charities to create a united front to fight back against financial institutions holding charities hostage and have the tools to advocate for your own organizations on both the state and national levels.

Karen Smedley | Assistant Director Trust & Estate Administration
Duke University

Tuesday, May 14 | 2:15pm

Gooch C

Alumni Engagement and Development staff headshots