A client asked a great question this week about an often-overlooked strategy to utilize tax-deferred IRA funds to make donations directly to charity. Let’s take a closer look at this strategy and determine when it may make sense for you to consider it as well. What is a Qualified Charitable Distribution (QCD)? A QCD is […]

There is a wonderful philanthropic underpinning to America. The Annual Report on Philanthropy for the Year 2021 reports that individuals, bequests, foundations and corporations gave an estimated $484.85 billion to U.S. charities in 2021. An increasingly popular vehicle for charitable giving is a Donor Advised Fund and it is an idea we often bring to […]