Learn more about Qualified Charitable Distributions (QCDs) and their benefits.
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.
Learn more about IRA and 401(k) changes that may affect your retirement planning.
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
Explore five giving vehicles San Diegans can utilize to reduce tax liability in 2017.