September 2023 | Sharpe Group
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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

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