WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR: $15

JOIN US FOR FOR OUR GENERAL MEETING

JANUARY 13

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Lunch Will Be Provided)

RSVP DEADLINE:

Tuesday, JANUARY 6 (5:00 p.m.)

JOHNI HAYS

THE RIFT PROJECT

Eliminating Delays When Charities

Request IRA Death Claims

Nonprofits experience tremendous delays attempting to collect IRA death proceeds when their donors pass away. It can take months -- but more often a few years --  to get paid. The hassles are draconian forcing charities to open up an entirely separate, second account just to get their donor’s estate gift. The good news is that the RIFT project is making great progress toward simplifying the process. Using tips and letters provided by the volunteer RIFT project,  you can receive your donor’s estate gift faster.

With more than 32 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized leader with her expertise in charitable gift planning. Johni is an Executive Vice President with Thompson & Associates. In her volunteer time, Johni formed and leads the national RIFT project to support nonprofits who are having trouble getting their donor’s gifts from financial institutions. She’s the retired president of the Charitable Estate Planning Institute and 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. In 2021, Johni was inducted into the National Association of Charitable Gift Planners Hall of Fame and received their Distinguished Service Award in 2020. She also served on its board of directors and has been a charter member of its Leadership Institute. She served on the Editorial Advisory Board for the books Tax Facts on Investments andTax 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. Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude.

There is continuing education credit approval for attorneys, financial planners and accountants. 

TO MAKE YOUR RESERVATION:

Click on the Link Below:

PAYMENT IS DUE AT TIME OF REGISTRATION

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SPONSORED BY:

Southwestern Medical Foundation and Merit Financial Advisors

We Would Like to Thank All of Our 2026 Sponsors:

Bank of America - Philanthropic Solutions

Children's Medical Center Foundation

Communities Foundation of Texas

C3 Financial Partners

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

McBride & Associates at Merrill Lynch Wealth Management

Merit Financial Advisors

Saville

Southwestern Medical Foundation

Texas Presbyterian Foundation

The Catholic Foundation

The Dallas Foundation

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com