The most frequently used approach is the qualified charitable distribution, which lets IRA owners age 70½ and older send funds directly from an IRA to a qualified charity. The amount is generally excluded from taxable income and can count toward that year’s required minimum distribution. Retirees also frequently give appreciated securities, establish a donor-advised fund to make giving consistent year to year, or build charitable gifts into their estate plan.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
