The Charitable Power of Your IRA

Join us for this in-person event and learn how your retirement assets can be one of the most tax-advantaged ways to give. This session covers how to make Qualified Charitable Distributions (QCDs) directly from your IRA to reduce taxable income, and how to designate charitable beneficiaries for legacy giving. We’ll also discuss using a QCD to fund a charitable gift annuity as tax-savings and planned giving strategy.

Featuring:

Lance Wexler, Partner/Senior Wealth Advisor at Beacon Pointe Advisors and CFSCC Finance Committee Member.

Rocky Lin, CFA, Managing Director and Partner at Beacon Pointe Advisors.

Kea Gorden, Chief Philanthropy Officer for the Community Foundation

Intended audience: donors and professional advisers.

This and all Generosity Forum events will be held in-person at the Community Foundation, 7807 Soquel Drive, in Aptos.