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The RIFT Project: Eliminate Delays Collecting Death Benefits on IRAs and Other Beneficiary Accounts

Wed, Jan 10

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Museum of Arts and Culture - Gilkey Room

The RIFT (Release IRA Funds Timely) project is a nationwide all pro bono volunteer project helping nonprofits receive timely IRA beneficiary distributions.

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The RIFT Project: Eliminate Delays Collecting Death Benefits on IRAs and Other Beneficiary Accounts
The RIFT Project: Eliminate Delays Collecting Death Benefits on IRAs and Other Beneficiary Accounts

Time & Location

Jan 10, 2024, 11:30 AM – 1:00 PM

Museum of Arts and Culture - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA

About the Event

RIFT Project: Status Update 

Has your nonprofit experienced delays while attempting to collect IRA death proceeds when your donor died? Has it taken months or years to get paid? Or, has your organization been required to set up an entirely separate, second account – aka an Inherited IRA – just to get your funds? Or had to give out personal social security numbers in the process? 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 avoid all this? Do you want an easier and faster way to get paid? The good news is that we are making great progress toward simplifying the process. Join us to learn which IRA custodians are problematic and which…

Schedule


  • 20 minutes

    Lunch & Networking


  • 10 minutes

    Introductions

2 more items available

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