Charitable Giving: Qualified Charitable Distributions (QCD's)

Webinar Topics:

• Required Minimum Distributions (RMDs
• Qualified Charitable Distributions (QCDs)
• Tax Comparisons

Charitable and Planned Giving: Donor Advised Funds

Webinar Topics:

• Cash & Appreciated Asset Contributions
• Donor Advised Funds
• Bundling for Tax Benefits

Itemize for Charity: How to Optimize Donations

Webinar Topics:

• Standard & Itemized Deductions
• Types of Itemizable Deductions
• Impact on the Size of Donations

These webinars are provided for informational purposes and are not intended as financial advice or a solicitation to purchase financial products.