Monday, January 6, 2020
Expect a Dramatic Increase in IRAs to Testamentary Unitrusts
The SECURE Act repeals the stretch IRA beneficiary
payouts and changes the time from life expectancy to 10 years. What plan could
replace the former stretch IRA distribution? Could a plan combine the
tax-saving benefits of a stretch IRA with a term-of-years or life payout to
children or other heirs? Could this plan also have the tax-free growth
benefit of a stretch IRA? While it sounds too good to be true, the IRA to
testamentary unitrust plan includes all of these benefits. During 2020, there
will be a boom market in planning for qualified retirement plans to
testamentary unitrusts. Click here to learn more.
Announcing CresSurvey - A New Survey Tool to Help You Reach Your Top Donors
Donor surveys are a way to understand your donors’
interests and engage them to support your cause. With the CresSurvey donor
survey tool, you can gather information about your donors’ preferences,
discover what motivates your donors to give and encourage your donors to make
and acknowledge their gifts to your organization. Click here to learn more.
Simplify Gift Annuity Administration with Crescendo Admin Software
Make gift annuity administration easy with Crescendo Admin Software. Discover how easy it is to create data records for annuitants, run monthly reports, generate check distributions, calculate reserve account balances, prepare year-end 1099-Rs, create state present value reports, utilize electronic fund transfer and much more. Use the GiftMail option to send a custom letter marketing the benefits of a gift annuity to your existing gift annuitants or to a list of potential donors. Contact us for your free software trial. Ask about no cost conversions from most other gift annuity administration programs.
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