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IRAs Win Oscar: Best Tax Performance in a Planned Gift
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IRAs Win Oscar: Best Tax Performance in a Planned Gift

$40 for CPGR Members & $65 for nonmembers and guests. The Luncheon is also our Annual Meeting. CPGR Members & Guests Outside the Denver Metro Area can register to attend via webinar.

When: Thursday, November 1, 2018
11:00 AM - 1:15 PM
Where: Denver Country Club
1700 East 1st Avenue
Denver, Colorado  80218
United States
Presenter: Johni Hays, JD - Senior Vice President, Thompson & Associates
Contact: Tina Drum

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IRAs Win Oscar: Best Tax Performance in a Planned Gift

Attend this presentation to uncover the mystery behind the IRA. Often donors have large IRA accounts comprising a significant part of their estates. Yet often they are unaware of the taxable nature of these accounts. Or, on the other hand, maybe they’ve heard about a stretch IRA for their heirs. So how can you comfortably talk to donors about options which might better suit their needs? How can IRAs fund a charitable gift to your organization and at the same time also benefit their loved ones? Several techniques seize the taxable nature of the IRA and use it to make it the most tax-efficient asset to fund an estate gift. You’ll be able to offer your donors options they’ve likely never had offered to them. With several IRA-based solutions you can make your organization the hero of the estate plan. You can create the best donor experience while doing the best job possible. This presentation covers the IRA and its required minimum distributions during life as well as at death and how combining a philanthropic goal with their estate planning goals can very often meet their needs. After all, if planned gifts had Oscar winners, the IRA would win -- hands down -- for the best tax performance in a deferred gift.


Johni Hays, JD
Senior Vice President - Thompson & Associates

With 25 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized expert on the subject of charitable gift planning. Johni served as the president of the Charitable Estate Planning Institute and she is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. 

Read more about Johni

Thanks to our sponsor!

Refunds will be given, minus a $10 admin fee through October 26th.  After October 26th no refunds.

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PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764



Our Mission

The Mission of the Colorado Planned Giving Roundtable is to inspire our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations.

We accomplish this through:

  • Quality Education
  • Increased Awareness
  • Networking Opportunities
Model Standards

These Model Standards of Practice for the Charitable Gift Planner have been created by the National Committee on Gift Planning to encourage responsible gift planning.

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