Qualified Charitable Distributions (QCDs) represent one of the most powerful and tax-efficient ways donors aged 70½ and older can support charitable organizations. In this expert-led panel, wealth management professionals, accountants, and estate attorneys will demystify how QCDs work and equip fundraisers with the knowledge needed to confidently discuss this giving vehicle with donors.
Through real-life examples and practical guidance, participants will gain a clear understanding of donor eligibility, tax benefits, compliance requirements, and strategies for integrating QCD messaging into donor conversations and campaigns. This session will help you deepen relationships with donors who wish to maximize both their impact and their tax advantages.
Carol Siler
afpbluegrasschapter@gmail.com