Please join us for an enlightening and candid discussion about the hottest topic in planned giving right now – the Secure Act 2.0’s impact on fundraising.

Among the many changes from Secure Act 2.0 (AKA the IRA Legacy Act) is for the first time, your donors can use retirement plan assets to fund life income gifts like Charitable Gift Annuities. This comes at an important time because the American Council on Gift Annuities (ACGA) recently raised rates, making a CGA even more attractive to your donors.

Whether you’re a seasoned planned giving director or just starting out, you’ll be inspired as our experts delve into what this new legislation means for your nonprofit organization, your donors and you.  If you have questions – they have answers!

The 2023 Kanuga Keynote Panel Features:

Andrea M. Jenkins, Senior Director of Development at Winston-Salem State University

Suzanne Holbert, Director CPA & Personal Financial Specialist, Forvis, LLP

Kimberly Farfone Borts, VP of Mission and Communications, Bishop Gadsden

Leading the 2023 Kanuga Keynote Panel is Cathy R. Sheffield, current ACGA V.P. of Programs. Cathy is Chief Advancement Officer for Lena Pope, a 100 year-old social service nonprofit in Fort Worth, Texas.

Our host and moderator is planned giving marketing specialist Claire Meyerhoff, a former broadcast journalist and on-air fundraiser with PBS North Carolina. Together, Cathy and Claire host the popular planned giving podcast Charitable Chit Chat with Cathy & Claire on Spotify, Apple Podcast and other podcast providers.