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Note that this graph is to be used as an example only. THCF does not offer accounting or legal advice.
Please note that the IRA Qualified Charitable Distribution gifts do not qualify for a charitable deduction. The transfer works for IRAs but not for other retirement accounts. Check with your tax advisor or contact us to learn more about how you can use your RMD for good and lower your taxes. While the Qualified Charitable Distribution cannot fund a Donor Advised Fund; it can fund a Scholarship Fund, Designated Fund, Competitive Grantmaking Fund or the Foundation Fan Club.
NOTE: This educational illustration is based on a variety of income and tax assumptions.
This is not professional tax or legal advice. Consult a tax advisor about your specific situation.
There are many factors to consider when choosing a charitable strategy, but when you partner with Truman Heartland Community Foundation for your Donor Advised Fund you benefit from our shared resources and join our family of generous individuals who are using their funds to make larger, more intentional charitable contributions.
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