September 2023 | Sharpe Group
Sharpe Blog

Archive for September, 2023

Philanthropy Puzzler: QCDs and Gift Annuities

Question: For a donor 70½ or older, is a QCD the best way to fund a gift annuity?   Answer: In certain circumstances. Your donor may find, however, that it is more advantageous to use cash or appreciated securities because they: Will receive a charitable income tax deduction if they itemize. Avoid some capital gains, …Read More

Sharpe Group Blog