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Developing Effective Working Relationships with Financial Services Organizations to Obtain Distributions from Charitable Gifts
Johni Hays, JD, Senior Vice President, Thompson & Associates
March 3, 2021
Developing Effective Working Relationships with Financial Services Organizations to Obtain Distributions from Charitable Gifts – Many/most organizations have had challenges with financial services organizations (Schwab, Fidelity, etc.) in receiving charitable gift distributions. The Patriot Act and other regulations have greatly complicated what should be a relatively easy process. Hear from an expert, Johni Hays, about her work with the RIFT project and how to simplify receiving these distributions.
About the presenter:
Johni Hays, JD, Senior Vice President, Thompson & Associates
With more than 27 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized expert on the subject of charitable gift planning. Johni 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. This year Johni received the Distinguished Service Award from the National Association of Charitable Gift Planners (NCGP)—and she has previously served on its board of directors. 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.
RSVP Deadline is Noon on Friday, February 26
The Zoom link will be sent to all registrants on Tuesday, March 2