Donation

Giving a Qualified Charitable Distribution

What is a qualified charitable distribution QCD? A qualified charitable distribution (QCD) allows individuals who are 70½ years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA instead of taking their required minimum distributions.   The ...

Giving the Gift of Stocks

Gifts of appreciated stocks or mutual fund shares can have an instant, beneficial impact to WILL and result in an income tax deduction for you. They can be gifted to WILL without triggering capital gains taxes, by having your broker electronically transfer them directly to WILL’s account. You ...