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PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
Date:
CE Eligible
Duration: 75 minutes
Rick Peck
Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®
Independent Philanthropy Consultan

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC, working with nonprofits, donors, potential donors, and professional advisors.From July 2023 through January 2024, Rick served as interim VP for Development at the Silicon Valley Community Foundation, which is the largest community foundation in the world.  For six years prior to that, as VP for Development and Philanthropy Services, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. 

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The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of the SECURE Act, it is important to know how the original version, plus this change, affect charitable giving opportunities. We will review what you should know about required minimum distributions (RMDs) and qualified charitable distributions (QCDs); how 2.0 differs from the original version; one-time $50,000 QCD transfers to CRUTs, CRATs, and CGAs with accompanying sample illustrations; and, finally, illustrations showing how QCDs can help offset RMD woes. 

Join philanthropy consultant Rick Peck to learn the following: 

  • How the SECURE 2.0 Act differs from the original
  • Identify how the original SECURE Act, as well as the 2.0 version, affect charitable giving opportunities
  • Outline how QCDs can help offset RMD woes