Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits

Making gifts to charity?

Giving is good, but getting tax benefits when you give is even better.

Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity.

But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified Charitable Distribution, or QCD. That’s a smart new way of making gifts from your IRA.

You can learn more by checking out Mari’s recent conversation with Kimberly Lankford, Contributing Editor of Kiplinger’s Personal Finance. You can read the article here. Mari and Kim talked about how to successfully give money to charity from your IRA, and the tax pitfalls you need to avoid.

Feel free to call us for details on QCDs and other tax-saving tips.

Missed our previous article on QCDs? Click here.

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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