Securing Resources for the Future

Charitable Planning With Life Insurance

Life insurance can be an excellent way to make a charitable gift.[1] Life insurance allows you to make a substantial gift to a charity at a lower cost, with potential tax rules that benefit individuals…

January 16, 2024

Securing Resources for the Future

What is a QCD?: Charitable Contributions from IRAs

What is a QCD? Did you know that if you are at least 72 you can make tax-free charitable donations from your IRA? By making a Qualified Charitable Distribution or QCD you can benefit your…

December 19, 2023