Browsing Tag

Charitable Giving

3 posts
gold ira charitable distributions

Using Qualified Charitable Distributions From a Gold IRA

Saving on taxes while supporting charities is possible with QCDs from a gold IRA—learn the essential steps to maximize your giving.
charitable giving strategies

Charitable Giving Strategies: QCDs and Donor‑Advised Funds

Wealthy donors can optimize their charitable giving with QCDs and DAFs—discover how these strategies can enhance your impact and tax benefits.
charitable distributions 1099

Qualified Charitable Distributions: New 1099‑R Codes 7, 4 and K

Starting in 2025, new IRS 1099-R codes—7, 4, and K—clarify QCD reporting, and understanding these changes can significantly impact your charitable giving strategies.