Charitable Giving Seminar
Conference Room
Gain valuable insights into effective charitable giving with Chad Kupreanik, CFP®, at our Charitable Giving Seminar. Chad will lead a session focused on Qualified Charitable Distributions (QCDs) and other strategies that can enhance your philanthropic impact.
What You’ll Learn:
- How individuals aged 70½ or older can make tax-free donations directly from an IRA.
- The role of QCDs in reducing taxable income and meeting Required Minimum Distributions (RMDs).
- Detailed examples to illustrate how you can maximize your charitable giving.
Chad Kupreanik, a seasoned financial planner, will bring his expertise on effective financial planning and charitable strategies.