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’ve reached age 72. 2020 was a reprieve for all on RMDs. Attached is a tax filing “Q&A” for IRA owners who made a qualified charitable distribution in 2021. If you find this helpful please feel free to personalize the language to use with your donors. This month of January is a great time to reach out to donors who will soon be preparing their taxes for 2021. I hope you find this helpful and for more planned giving technical research, checklists, document automation tools, visit