by Colleen Bowman | May 2, 2023 | Tech Tuesday
IRA Gifting Ages Explained: 70 ½ vs. 73 Tech Tuesday Other donors like me, make gifts like this. We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around...
by Andrew Abraham | Jan 12, 2023 | Tech Tuesday
Secure 2.0: Key Takeaways for Fundraisers Tech Tuesday By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age for...
Recent Comments