Learn more about Qualified Charitable Distributions (QCDs) and their benefits.
How a Qualified Charitable Distribution (QCD) Can Boost Your Giving Strategy
Tag: Required Minimum Distribution
Is a Qualified Charitable Distribution (QCD) Right for my Client?
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
Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still make qualified charitable distributions (QCDs) to programs and funds.
New Rules for Retirement Plan Contributions, Withdrawals
Learn more about IRA and 401(k) changes that may affect your retirement planning.
RMDs vs. QCDs – Which is Best for Your Charitable Giving?
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
5 Giving Vehicles to Jumpstart Your Philanthropic Journey
Explore five giving vehicles San Diegans can utilize to reduce tax liability in 2017.
