Retirement Funds

Summary

This course reviews gifts of Retirement Plans. You will learn when they make good gifts and how to accept them. The course includes information about:  

  • Overview of Retirement Plans 
  • Who, Why, When 
  • Tax Issues
  • How To Accept 
  • Roth Versus Traditional 
  • Questions to Ask Your Donors
  • Things You Must Know About Retirement Plans
  • Case Studies

CFRE Credit

Completion of this course is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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