On behalf of the Office of Gift Planning and Trust Services, please find below the link to the 2nd quarter “Philanthropy Advisor” newsletter titled Storm Chasers and SECURE 2.0: How Financial Professionals Can Help Guide and Reassure Clients. This publication examines the key charitable giving provisions of SECURE 2.0 passed in December 2022. It is sent electronically to Illinois-based advisors, attorneys, and tax professionals with noted affiliations to the University of Illinois. Please distribute to your respective teams as you deem appropriate. As always, if you have any questions, please contact our office 217-244-0473.
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