Charitable Planning

A&I Financial Services

Ever wonder what the tax limits are around charitable giving? Read on to get answers to some of the most common questions. For even more information, visit our Charitable Planning web page. How much can I give? You can give away as much as you want to anyone you want at any time you want....
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In this brief but informative podcast, Karl Frank, CFP, Mike Miller, CPA and Nathan Merrill, JD, discuss the QCD: Qualified Charitable Distribution. Learn the benefits and drawbacks of pulling money out of a retirement account and giving it to a charity. The Qualified Charitable Distribution (QCD) is a great way for someone to give money...
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Qualified Charitable Donation
Learn how to make a charitable contribution out of your IRA. This special tax benefit allows you to avoid income tax and for your charity to receive the full distribution without paying any taxes!
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