Coffee Talk: RIFT Project

SPEAKER: Johni Hays | Thompson & Associates

TOPIC: The RIFT Project: Eliminating Delays When Requesting IRA & Other Death Claims

Has your nonprofit experienced delays while attempting to collect IRA death proceeds when your donor has passed away? Has it taken months or years to get paid? Has your organization been required to set up an entirely separate, second account just to get your donor’s estate gift? What was once a simple transaction has now turned into an onerous and laborious process– taking 1-2 years at best.   Unfortunately, the financial companies have made it so very difficult by forcing the charity to open a new account and provide personal social security numbers that some charities are completely giving up on trying to get their rightful share. Do you want to know how to avoid all this? Do you want a quicker way to get paid? The good news is that the RIFT project is making great progress toward simplifying the process. Join us to learn which IRA custodians are problematic and which aren’t – you’ll now be able to get your donor’s estate gift faster.

Members of SCPGC and NCCCGP: FREE
Nonmembers: $10

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