Qualified Charitable Distribution Archives

QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

10 May 2022 | by Jason Rogers

A qualified charitable distribution (QCD) can be a powerful way to meet your clients’ financial planning objectives and charitable giving goals while providing additional tax-related benefits.

As you and other advisors emerge from a busy tax season, we know that legislative changes, charitable giving vehicles and even cautionary tales are topics that are likely to capture your interest.

How a Qualified Charitable Distribution (QCD) Can Boost Your Giving Strategy

29 October 2021 | by TSDF

Although federal law does not permit donor-advised funds to accept QCDs, a gift of this type does represent an opportunity for donors to support scholarship, field-of-interest or donor-designated funds, including programs and funds at The San Diego Foundation.

Learn more about Qualified Charitable Distributions (QCDs) and their benefits.

4 Ways to Maximize Your Charitable Giving Deductions Before 2021 Ends

25 October 2021 | by TSDF

As you continue to look for ways to help San Diegans in need and support causes you care about, be sure to contact our Donor Services Team to speak to us about your year-end giving needs.

Find out how donors can take advantage of this year’s favorable giving environment before 2021 ends.

Is a Qualified Charitable Distribution (QCD) Right for my Client?

28 June 2021 | by TSDF

QCDs may be suitable giving strategies for clients who would like to make a larger tax-deductible charitable gift than they could if they simply donated cash or other assets.

Learn why a qualified charitable distribution (QCD) can be a powerful way to meet your clients’ financial planning objectives and charitable giving goals.

RMDs & QCDs: CARES Act Implications for Your Charitable Giving

8 November 2020 | by TSDF

Learning more about required minimum distributions (RMDs) and qualified minimum distribution (QMDs) can help you with your charitable giving planning.

Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still make qualified charitable distributions (QCDs) to programs and funds.

RMDs vs. QCDs – Which is Best for Your Charitable Giving?

17 December 2018 | by Leslie S. Klein, CFP®

Director, Gift Planning Advisor Leslie Klein explains why San Diegans who must take a required minimum distribution from their retirement plans should consider qualified charitable distributions

Tag: Qualified Charitable Distribution

QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

How a Qualified Charitable Distribution (QCD) Can Boost Your Giving Strategy

4 Ways to Maximize Your Charitable Giving Deductions Before 2021 Ends

Is a Qualified Charitable Distribution (QCD) Right for my Client?

RMDs & QCDs: CARES Act Implications for Your Charitable Giving

RMDs vs. QCDs – Which is Best for Your Charitable Giving?

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Nonprofit Update May 2022: Events & Funding Opportunities

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QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors

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