Qualified Charitable Distributions

(QCD’s)

Learn

What is a QCD?

More information coming soon!

What is an RMD?

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What about the tax deduction?

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Strategize

Send money directly to your organization:

More information coming soon!

Satisfy your RMD and more – up to $100,000 annually:

More information coming soon!

The widow/widower penalty:

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Discover

4 Rules – 70½ or older, direct to institution, general fund & no material benefit:

More information coming soon!

Generally above line reduction trumps bottom-line deduction:

More information coming soon!

Plan ahead while you are younger:

More information coming soon!

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GIFTING STRATEGY


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DONORS


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DEVELOP YOUR PERSONAL
GIFTING STRATEGY


ATTEND A WORKSHOP

EMPOWER YOUR
DONORS


HOST A WORKSHOP

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