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Philanthropic Opportunities With the SECURE 2.0 Act

PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 20, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of the SECURE Act, it is important to know how the original version, plus this change, affect charitable giving opportunities. We will review what you should know about required minimum distributions (RMDs) and qualified charitable distributions (QCDs); how 2.0 differs from the original version; one-time $50,000 QCD transfers to CRUTs, CRATs, and CGAs with accompanying sample illustrations; and, finally, illustrations showing how QCDs can help offset RMD woes. Don't miss learning about these important opportunities for you and your clients!

Learning Objectives:


  • Describe how the SECURE 2.0 Act differs from the original

  • Identify how the original SECURE Act, as well as the 2.0 version, affect charitable giving opportunities

  • Outline how QCDs can help offset RMD woes

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Richard Peck

Richard C. Peck Consulting, LLC
Independent Philanthropy Consultant
thephilanthropyguy@gmail.com
(603) 387-3897

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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.

For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services.

Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals.  He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.

Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.
Rick is the incoming president of the board of directors of the International Association of Advisors in Philanthropy (AiP).  He is also a member of the American College of Financial Services’ inaugural FinServe network of philanthropic thought leaders and was recently on a small televised panel with the College’s president George Nichols, who interviewed him.  Rick is a member of the Association of Fundraising Professionals Northern New England (AFP-NNE), the Boston Estate Planning Council (BEPC), the Financial Planning Association (FPA), the NH & VT Council of Charitable Gift Planners, the NH Estate Planning Council, and the business networking group USA 500, where he hosts the only Nonprofit RoundTable.  He is a former member of the community foundation-focused AdNet (Advancement Network) and the Amelia Group (VPs of Development of large community foundations across the U.S.), where he served as the Amelia Group’s organizer and moderator for almost two years.  Rick is also a frequent speaker on the topic of philanthropy with Leimberg Information Services (LISI) and CPA Academy, as well as AFP-NNE and Volunteer NH.  Lastly, Rick is invited often to speak for the Real Agents of Change (RAOC), which is a national movement comprised of real estate agents promoting donations of real estate to nonprofits around the country.

Rick and his wife Claudette live in Concord, New Hampshire.
 

About Our Presenter

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Richard C. Peck Consulting, LLC focuses on medium-to-large nonprofits that are starting a fundraising program for the first time---or they have one and are interested in taking their existing program to the next level.  Rick also works with individuals and families who want customized, strategic help related to charitable giving; these clients are often referred to him via family offices, wealth advisors, trusts & estate attorneys, and CPAs.