Pricing: Members - $15 | Non-Members: $30
CE Details: CFRE, CLE, and CFP Applied
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Has your non-profit bumped into roadblocks while attempting to collect IRA accounts from a deceased donor? Have IRA custodians delayed the death claim process by requesting more forms every time you send in what they asked for? Or, has your non-profit been required to set up an entirely separate, second account (i.e., an Inherited IRA) just to get paid? Did they ask for driver’s licenses, Social Security numbers, net worth, and other personal information about your officers or board members while telling you (erroneously) the Patriot Act requires it? This process is completely out of control. What was once a simple practice of providing a death certificate and receiving your share of the IRA within 30-60 days has now turned into an onerous and laborious procedure – so much so, that some charities are completely giving up on applying for their share. They are frustrated with all the delays for months, and yes – even years. Some refuse to give personal information when it’s supposed to be the NONPROFIT’S information given. Do you want to know how to avoid all this? Want an easier way? Want faster results? Have you heard of the RIFT Project (Release IRA Funds Timely)? Join us to find out to get your money faster.
Meet the Speaker:
Johni Hays, J.D., FCEP
With more than 32 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. In her volunteer time, Johni formed and leads the national RIFT project to support nonprofits who are having trouble receiving their donor’s gifts from financial institutions. 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. 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.