BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:437a87794762e105ad0d57679de8972a183 CATEGORIES:Events SUMMARY:Virtual Round Table DESCRIPTION:
Members: FREE
The rules around IRA rollovers have been relativ ely stable in recent years, but the Secure Act 2.0 makes new options availa ble... but is it worth it for us to market around these changes? Should we use our limited dollars to put this at the forefront of our marketing effor ts? We'll discuss the pros and cons of adding IRA rollovers to life-income gifts to our plans for the year. We'll also weigh whether this opportunity is worth the shift in focus.
This mini roundtable is com plimentary for LACGP members and general meeting registrants. There will be no mini roundtable at the March general meeting.
Jay A. Harvill, Director of Gift Planning, Methodis
t Hospital, has been leading the organization's gift and estates program si
nce 2005. He came to the non-profit world from a career in banking and has
been enjoying his service in the charitable field for the past 20 years. Pr
ior to his current role, Jay was director of gift planning at Braille Insti
tute, where he served for seven years. Jay has been an active member of LAC
GP since 1996 and has served on the board, and later as president. Over the
years, Jay continued to participate in his field through various committee
s in both the Western Regional Planned Giving Conference and National Phila
nthropy Day. Jay has also served on the boards of Arcadia Rotary Club, San
Gabriel Valley Habitat for Humanity, and as a member of the Fiduciary Round
Table and the San Gabriel Valley Estate Planning Council. He particularly
enjoyed joining Habitat on a mission trip to Nepal to build homes for the u
nderprivileged in Pokhara. When not working, Jay enjoys peak bagging in the
California mountains and woodworking in his man cave with his son, but his
greatest joy is his faith and family.