Receiving IRA Assets Timely as a Plan Beneficiary with Johni Hays

4801 Rockhill Road,Kansas City MO 64110

13 May, 2022

Description

Learn how to navigate the troubled waters and paperwork deluge trying to get donors' IRA death benefits paid. Join us on Friday May 13 in person or on line to hear about easier and simplified ways to receive your donors' IRA death proceeds. Learn which IRA custodians are problematic and which aren't -- so you can get your money faster! Has your nonprofit experienced delays while attempting to collect IRA death proceeds when your donor passed away? Has it taken months or years to get paid? Or, has your organization been required to set up an entirely separate, second account - aka an Inherited IRA just to get your funds? What was once a simple transaction has now turned into an onerous and laborious procedure- so much so, that some charities are completely giving up on trying to get their rightful share. The good news is that we are making great progress toward simplifying the process. 7:45 AM - Social Time 7:55 AM - Announcements 8:05 - 9:00 AM - Program Our Presenter: Johni Hays, J.D. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. She was inducted into NCGP’s National Hall of Fame in 2021 and received their Distinguished Service Award in 2020. Johni is Executive Vice President at Thompson & Associates, Johnston, IA Recommended for: Allied ProfessionalsAttorneysBoards of DirectorsCPAsConsultantsEstate planning professionalsFinancial PlannersNonprofit StaffsTrust OfficersVolunteers