Dear Colleagues,

A fully revised IRA Charitable Rollover brochure, incorporating recent changes from both the SECURE and CARES Acts, is now available here and may be useful in your year-end conversations with your benefactors.

This information will be promoted in an email that will send on Sunday, November 15 to ~23K entities that are 70 1/2 years of age or older or graduated in the class of 1972.

Please contact Laura Walker with any questions regarding this material.