Santa Delivers Secure Act 2.0: QCDs to CRTs and CGAs

Our inaugural 2023 webinar will cover one of the newest opportunities in planned giving:  qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs).  We will cover the new rules, open questions, practical considerations, and case study opportunities. THIS IS BIG!!!!! This webinar will prepare you to: Advocate to internal management why the time…

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