Skip Navigation

Gifts of Retirment Plans and IRAS with Dean Regenovich, JD, LLM

This session will address relevant issues with respect to gifts of retirement plans and IRAs both at death and during one’s lifetime.  It will include a review of the estate and gift tax estate tax rates and exemptions, the penalty for premature distributions, required minimum distributions, the tax benefits of giving retirement plans and IRAs to charity at death, the IRA Charitable Rollover, and the recent proposed legislation, which if enacted, which will expand the current law to allow rollovers to charitable life-income plans.  Expect this to be an interactive session with ample opportunity to address specific questions.
About the speaker: Dean Regenovich, JD, LLM
Dean Regenovich is the Assistant Vice President for Development at the University of South Florida Foundation.  Prior to joining USF in 2015, he held various development leadership positions throughout a twenty-year tenure at Indiana University, serving as the Executive Director of Planned Giving, the Executive Director of Development for the Office of the Vice President and the Assistant Dean for Advancement at the Maurer School of Law. Dean practiced law, specializing in estate planning and taxation, prior to entering the development profession. He is licensed to practice law in Florida, Indiana and Illinois and is a member of the U.S. Tax Court.  He also remains an Adjunct Faculty member at the Indiana University Lilly Family School of Philanthropy where he teaches courses on Planned Giving.  Dean and his wife are empty-nesters and reside in Tampa.

When: June 8th, 2016  Time : 12:00 - 1:00 p.m.  Networking and Lunch - 11:30 a.m. AFP GPCC electronic
*Development Dollars and Announcements - 11:45 a.m. *Program starts immediately at 12:00 p.m. United Way of Central Florida - Board Room 5605 U.S. 98 Highland City, FL 33846  $12.50 for Members   $15 Non-members $20 Walk-ins

Lunch is provided. 

An RSVP is required.  RSVPS ARE DUE June 7th by noon. All registrations must be made online. Please register here

AFP Quick Poll


Required indicates a required field

May 17 - About Our Chapter
Information on AFP International, the AFP Greater Polk County Chapter, and the AFP Polk Board of Directors ... more >
May 17 - Director of Philanthropy
manage fundraising and membership programs,grow membership, increase donor engagement, accelerate contributed giving, work to establish strategic plans and goals for grants, annual giving, planned giving membership, and special initiatives, liaison for grant coordination, development and stewardship, responsible for leadership of development and membership programs, including supervising staff and volunteers. ... more >
Apr 22 - Membership Manager
The Membership Manager is part of a growing development team that includes the Director of Philanthropy, a Development Manager, a Development Assistant and seasonal Membership Associates. The Manager is responsible for the implementation of departmental strategies to attain the Gardens’ annual membership goals, and for the coordination and cultivation of new stakeholders. The Manager will plan, coordinate, and implement the Gardens’ membership program. He/She will also calendar and coordinate various membership events. The qualified individual works with other Garden staff to implement strategies that serve the membership and the institution’s mission, guided by its long-range plan. ... more >
May 24 - AFP Top Ten (Week of May 25, 2016): Women’s and Girls’ Causes, Pay-What-It-Takes Philanthropy, More!
(May 25, 2016) Our weekly round-up of the top blog posts, articles, videos and other resources to help you keep on top of latest trends and reach your goal. ... more >
May 18 - Leaving a Legacy for Your Community
(May 18, 2016) May is National LEAVE A LEGACY™ Month across Canada. LEAVE A LEGACY™ is a national public awareness program designed to encourage Canadians to leave a gift through their will to a charity of their choice. An article by Roger Ali that charities can use in their own communications as well. ... more >
May 18 - How to Make a Successful Call on a Major Donor Prospect
(May 18, 2016) Too often we measure success in dollars raised and forget that long-range fundraising is all about building relationships. AFP had a chance recently to chat with Gail Perry about donor visits and cultivation, the subject of her upcoming webinar on May 26. ... more >