Giving with Wisdom
Strategic generosity that honors your heart and your finances.
Qualified Charitable Distributions (QCDs) let you donate directly from your IRA to a charity, satisfying your RMD without increasing your taxable income. Donor-advised funds let you make a larger gift in a high-income year and distribute it over time. Gifting appreciated stock avoids capital gains taxes entirely. These strategies do not change your generous heart. They simply make your generosity go further.
From Grace
There are smart ways to structure your giving that stretch every dollar further. Let me walk you through the options.