Gifts of Retirement Plan Assets

Americans hold more than $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion in 401(k)s. That’s “trillion” with a “t.” Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts.  This presentation will discuss strategies for attracting lifetime gifts of charitable IRA rollovers plus opportunities for end of life distributions to charity.

Download Materials:

Gifts of Retirement Plan Assets – Handout

Gifts of Retirement Plan Assets – Slides

Speaker:
Jeff Lydenberg
PG Calc
Vice President, Consulting
Invested in your mission

Jeff is a consultant advising non-profits on the operation of planned giving programs including complex gift design, development of policies and procedures, board and staff training, and maximizing planned giving potential.

Jeff’s planned giving career began in 1995, when he started as Assistant Director of Planned Giving at The Cleveland Clinic Foundation. In 1999 Jeff joined PG Calc and is expert with PG Calc’s software products and services.

Jeff is a sought-after speaker for national, regional and local planned giving groups presenting on a wide variety of estate planning and gift planning topics. Jeff is a member of the Greater Cincinnati Planned Giving Council. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law.

Jeff lives on a 5 acre farm near Clarksville, OH (pop. 548) with his wife where they raise Berkshire pigs and assorted poultry.