Learn practical strategies that can help retirees make charitable gifts in a more tax-efficient way.

We’ll cover:

• How charitable giving changes in retirement

• Qualified Charitable Distributions (QCDs) from IRAs

• Using QCDs for tithing, fast offerings, and certain mission-related donations

• Donor Advised Funds and when they make sense

• Gifting appreciated stocks and securities directly to charity

• How Charitable Remainder Trusts and Charitable Gift Annuities work