Non-cash assets such as real estate, closely held business interests, and collectibles represent a massive and largely untapped opportunity in charitable giving. While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.
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Submit Your Application for 2026 Board of Trustees and/or Secretary
Interested in serving your association colleagues as NAIFA Secretary or a Trustee? Submit your application today!
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Chapter Playbook: New Resources Added This Week
New to the Chapter Playbook this week - a Why Volunteer for NAIFA flyer! As we continue through the nominations and elections cycle for 2026, this flyer will assist you in your recruitment efforts of new volunteers.
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Get Ready for Success: NAIFA’s Blueprint Chapter Leadership Training
You're invited to participate in NAIFA’s Blueprint Chapter Leadership Training, designed to equip our Chapter leaders with the tools, strategies and support needed to lead with purpose and confidence. Whether you’re new to your role or a seasoned leader, the program provides a comprehensive roadmap for successful Chapter management, member engagement and impactful programming. This dynamic program includes:
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Congressional Conference Is in Less Than a Week. Let the World Know You're Going!
We look forward to seeing all NAIFA leaders at the Congressional Conference next week in Washington. (And for those unable to make it, we will miss you.) Your attendance at the Congressional Conference is a great opportunity to advocate for your business and clients and build your brand by letting people know about it.
Topics: Congressional Conference
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Spotted: NAIFA-Tampa Bay First Friday Coffee
NAIFA-Tampa Bay was recently spotted hosting their monthly First Friday Coffee event on May 2nd. Members gathered to network, share insights, and kick off the month with strong professional connections. The gathering highlighted the value of regular meetups in building momentum and camaraderie among industry peers.
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Join These Certified Leadership Boards in May
Join Connecticut, Greater Washington D.C., Iowa, Nebraska, Ohio, Rhode Island, Utah and Virginia as NAIFA Certified Leadership Boards on May 29!
The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.
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The Rise of Cash Balance Plans: Why They’re Here to Stay
Cash balance plans have quickly become one of the most popular options in the defined benefit space—now representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income. As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever.
Join us on Wednesday, May 28, 2025, from 12:00 to 1:00 pm Eastern for an in-depth webinar exploring the growing popularity of cash balance plans and how they can be leveraged to serve clients' retirement and tax planning goals.
This session will cover:
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How to layer a cash balance plan on top of an existing retirement plan.
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The role of life insurance in enhancing cash balance plan benefits.
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Tax advantages unique to this type of plan.
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Why these plans are a practical solution even for businesses with multiple employees.
Armando Testani, Retirement Services Consultant at Security Mutual Life Insurance Company, will lead the presentation. With more than two decades of experience in qualified and non-qualified plan strategies, Armando will share valuable insights and practical applications to help you support clients effectively.
Thanks to sponsorship by Security Mutual, this live webinar is free for NAIFA members.
Don’t miss your chance to deepen your understanding of one of today’s most powerful retirement planning tools. Register now to secure your spot.
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Seeking Mentors & Mentees
We are currently seeking Mentors and Mentees for our Mentor Loop Program! NAIFA's Mentor Loop Program is an exclusive initiative designed to help professionals like you connect, learn and grow through meaningful mentorship relationships. Whether you’re an emerging leader looking for guidance or an experienced professional eager to give back, this program provides a structured yet flexible platform to foster valuable career development.
By joining Mentor Loop, you’ll gain:
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Recording Now Available: May Chapter Leaders Webinar
Chapter Staff and Chapter Leaders from across NAIFA Nation met on May 1st, for the May Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:
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