EstateGiftPlanning.com

EstateGiftPlanning.com

Comprehensive support for your existing or future planned giving program.

  • Home
  • PGI | consulting
    • Transitional Gift Planning Program Manager (TGPM)
    • Gift Planning Program Assessment
    • Donor Compliance
    • Gift Planning Communications Strategy
    • Principal Gift Strategy
  • PGI | membership
    • Gift Planner’s Workstation™
    • Frank™ LITE
    • Max™
    • BlendedGifts™ Blog
  • PGI | training
    • Custom Planned Giving Training Program
    • Development Officer Video Training Series
    • Speaking Engagements
  • PGI | blog
  • Resources
    • AI Prompt Library
    • Advisor Directory
    • 15-Minute Estate Assessment™
    • Direction Memo™
  • Login
Skip to content

Tag Archives: charitable IRA rollover

Tax Filing Q&A for Donors Who Made a Qualified Charitable Distribution “QCD”

2021 was the first year after the 2019 SECURE Act passed, which required a minimum distribution for IRA owners who’veContinue reading “Tax Filing Q&A for Donors Who Made a Qualified Charitable Distribution “QCD””

Three critical tips for QCD Donors (and Accountants) to remember when filing their tax returns

As the number of gifts continues to increase from Qualified Charitable Distributions (QCDs) so are the notice of deficiency lettersContinue reading “Three critical tips for QCD Donors (and Accountants) to remember when filing their tax returns”

Posted byPaul CaspersenDecember 15, 2021December 22, 2023Posted inCurrent NewsTags:charitable IRA rollover, QCD
  • Connect With Us
  • Tutorials
  • Terms and Conditions
  • Privacy Policy
  • Glossary
  • Who We Are
  • Work with Planned Giving Interactive
  • Media Inquiries
EstateGiftPlanning.com , proudly powered by WordPress. Privacy Policy