Perhaps you've heard? As of January 1, donors can now use a qualified charitable distribution (QCD) from their IRA to fund a gift annuity or charitable remainder trust! But before you start discussing these new gift options with your donors, or adding them to your marketing plan, there are a lot of details to master first. In this FREE webinar, Kara Morin, PG Calc Director of Client Services, will talk through the requirements and limitations that apply to the new QCD options. She will also share our answers to the many practical questions our clients are asking us and review other changes in the new law that likely will affect the size and timing of some QCD gifts. Kara's formal presentation will last about 30 minutes. The rest of the hour, she and other PG Calc experts will answer questions from the audience.
You can access the recording and slides here.
Event Schedule
Thursday, January 12, 02:00 PM-03:00 PM
Presenter
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