QCDs

A large part of my planned giving consulting practice involves estate settlement. With that comes the repeated challenges of receiving IRA gifts to charity via beneficiary designation.  When people pass away and leave money in their IRA accounts to charities, financial institutions often make it unnecessarily difficult for the charities to collect the money. Some …Read More

More and more donors are learning that using their IRAs to give to their favorite charities with a QCD is beneficial because they are making meaningful contributions while avoiding paying taxes on their IRA distributions. As your charity receives more of these types of gifts, there are some key challenges and rules to be aware …Read More