Learn why a qualified charitable distribution (QCD) can be a powerful way to meet your clients’ financial planning objectives and charitable giving goals.
Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still make qualified charitable distributions (QCDs) to programs and funds.
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