Smart Giving from IRA
Qualified Charitable Distributions or QCD can be smart giving strategy for those over the age of 70 1/2.
In this video we provide three possible reasons to give from your Individual Retirement Account aka IRA. This is aka IRA rollover or Charitable Rollover. This strategy can help with Required Minimum Distributions from Individual Retirement Account.
Scott Thomas is Chartered Advisor in Philanthropy , CAP and experienced fee financial advisor.
Stewardship Matters, Inc. is registered investment advisor in Florida.
I created this video as result of hearing stories of donors that were told false information about the Charitable IRA rollover. Couple of examples: donor told limited amount must be over $5,000; another was told only one rollover per year both of these are false.
subscribe today for more insights