DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James
eMoney Advisor
NOVEMBER 29, 2022
Below I’ve answered common questions from financial advisors on coordinating a client’s RMD with a QCD to make the most of tax benefits, whether clients should first fund a donor-advised fund (DAF) before a QCD, as well as some general guidelines to follow. See the Top 10 Giving Strategies.
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