Welcome to Gifting Insider™

Let’s talk about annual gifting. Research shows on average that a charitably inclined individual donates to 8 – 10 charities each year. Our goal is to make the gifting process both simple and impactful for donors.

Did you know that an individual over the age of 70.5 can donate to a charity through a Qualified Charitable Distribution (QCD) from his or her IRA? Donating through a QCD has the following benefits:

• Eliminate tax owed on your Required Minimum Distribution
• Helps preserve after-tax money for your family
• Ensures accurate tax filing of the donation
• Your family remains in control of their individual retirement assets
• May lower insurance premiums due to lower adjusted gross income

Whether you are over the age of 70.5 or your parents or grandparents are, we want to help ensure you are giving in the best interest of yourself and your family.

We would love to chat about your results! Fill out the form below and one of our Gifting Insider team members will be in contact with you shortly to help answer any questions you may have about your charitable donations. You also can subscribe to Gifting U to receive free educational resources and tips on giving smarter.