07/08/2021, 07:01 PM

Making a Charitable Gift? Consider a QCD

If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. In this article by Vice President & Senior Financial Planner Jack Cintorino, you can explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation. Read More

Request More Information

Preferred Communication Method: