ESTATE PLANNING COUNCIL OF HAMPDEN COUNTY

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

Did you know that many nonprofits experience delays while attempting to collect IRA death proceeds after their donors have died?  Some nonprofits find it has taken months or years to get paid.  Or, some organizations have been required to set up an entirely separate, second account – aka an Inherited IRA – just to get their funds.

What was once a simple transaction to claim a death benefit has now turned into an onerous and laborious procedure – so much so, that some charities are completely giving up on trying to get their rightful share. Do you want to know how to help nonprofits avoid all this? Do you want an easier and faster way to help nonprofits get paid? Do you want to explore ways to help educate your donor clients on this issue?  The good news is that we are making great progress toward simplifying the process. We’ve shared these situations with the Senate Finance Committee and requested FinCEN involvement to fast-track death benefits for charities.

Join us for the update on how this will get non-profits their money faster to fulfill your donor client’s legacy intent.

ABOUT THE SPEAKER

Johni Hays, JD, Executive Vice President, Thompson & Associates

With more than 28 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized leader with her expertise in charitable gift planning. Johni is an Executive Vice President with Thompson & Associates. She 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 two books, The Tools and Techniques of Charitable Planning and Message From the Masters—our Best Donor Stories that Made a Difference.

Johni serves on the Smithsonian’s Professional Advisors Network in Washington, DC. In 2021, Johni was inducted into the National Association of Charitable Gift Planners Hall of Fame and received their Distinguished Service Award in 2020. She also served on its board of directors and has been a charter member of its Leadership Institute. She served on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. She serves as a founding charitable planning author of Steve Leimberg’s electronic newsletter service, LISI. Johni has been quoted in the Wall Street Journal and has published charitable planning articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, Life Insurance Selling and the National Underwriter magazines.

Johni is in demand as a national lecturer on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning and IRAs, as well as income, estate and gift taxation. Johni has been engaged in the practice of law with an emphasis in charitable and estate planning since 1993. 

Prior to joining Thompson & Associates, Johni served as the Senior Gift Planning Consultant for The Stelter Company. Prior to that as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, Johni practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Florida, where she specialized in estate planning.

Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988. Johni has been a member of both the Iowa Bar and the Florida Bar since 1993. She resides in Johnston, Iowa, with her husband, Dave Schlindwein.

This is a virtual (Zoom) meeting.
Cost for This  Meeting = Free

If you can not come, please click on Register anyway and click on Unable to Attend.

Registration will be open until Tuesday, January 10 at 10 a.m. but your commitment should be received by Thursday, January 5, so we can send you the Zoom link in a timely manner.

This event is sponsored by Baystate Health Foundation.

Visit our Web Site:   http://www.estateplan-hc.org
Membership Application or Change of Address: http://www.estateplan-hc.org/application
NAEPC Web site: http://www.naepc.org