Qualified Charitable Distribution (QCD): What It Is, How It Merges Donor and Donee Objectives [CC]

Qualified Charitable Distribution (QCD): What It Is, How It Merges Donor and Donee Objectives [CC] — CLE 60 min

Are you or your client looking to reduce taxable income while doing good? Is a non-profit you're working with familiar with QCD's? Learn how QCD's can lower individuals' taxes and raise money for non-profits.

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A Qualified Charitable Distribution is a tax-smart way for retirees to donate to a charity. A QCD enables an IRA owner 70.5 or older (or IRA beneficiary age 70.5 or older) to transfer funds to a charity out of an IRA without triggering a taxable event - even those withdrawals that must be made for required minimum distribution purposes.

At the end of this program, you will be able to:

Identify whether you or your clients qualify to set up a qualified charitable distribution and recognize their potential tax benefit.
Recognize whether a specific charitable organization may receive a qualified charitable distribution.
Set up a qualified charitable distribution with a qualified charitable organization and record the distribution on tax returns. We will review IRS requirements for completing a QCD, documentation required, and how to handle QCDs as distributions reported on Form 1099-Rs.
Discern when and how to discuss QCDs with individual clients and client non-profits or non-profits that lawyers are involved with in their pro-bono activities. You will also have legal citations to additional research and examples of non-profits using QCDs for fundraising.

Moderators

Robert Henry Louis

External Sponsors

ABA Retirement Funds

Panelists

Sponsors

Senior Lawyers Division

Product Code

SL2410FIN10OLC

Duration

60

Publication Date

10/29/2024 12:00:00 AM

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