The Trust Company of Tennessee

The IRS allows donors to give distributions directly from IRAs to charity starting at age 70 ½. That can be a significant tax advantage for those individuals and an opportunity for nonprofits. Join us for a discussion on how Qualified Charitable Distributions (QCDs) work and what the IRS requires. We’ll also give you some talking…

Directed trusts, largely unknown in the United States just a few decades ago, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We’ll discuss the unique drafting challenges, liability…

Co-sponsored by BlackRock   SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth…

Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout…

Board investment committees oversee and evaluate their nonprofit’s investment portfolio, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. Moderator Chad Schollaert, Chief Development Officer, The Trust Company of Tennessee About Alliance for…