Charitable IRA Rollover

Gift Horse
Looking a Gift Horse in the Mouth
By: Viken Mikaelian

Wouldn’t it be great if every donor simply gave cash or publicly traded stock? And, did not ask for a pledge period of greater than five years?

While most donors do fit this description, there are others who present challenges in terms of the proposed structure of their gifts.

QCD vs Rollover
IRA Qualified Charitable Distributions
By: Greg Pierce

Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).