Define your charitable impact and giving strategies
Strategic charitable giving reduces your taxable estate while creating lasting impact. A Donor-Advised Fund (DAF) provides an immediate deduction with flexibility to grant over time. QCDs from IRAs after age 70½ satisfy your RMD and are completely excluded from taxable income — making them the most tax-efficient way to give.
Immediate tax deduction, flexible grant timing
Direct IRA transfers to charity — available from age 70½
Provides you income during life, remainder goes to charity
Amount designated to charity in your will or trust — fully deducted from your taxable estate
Record up to 5 organizations you wish to support
