IRAs, QCDs & Charitable Giving

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IRAs, QCDs & Charitable Giving

Join us for a discussion on how to donate a portion or all of your IRA to a charitable cause.

By Julie Jason

When and where

Date and time

Tuesday, June 13 · 10 - 10:30am PDT



About this event

  • 30 minutes
  • Mobile eTicket

Do you know anyone with an IRA who is over 72 and charitably inclined? QCDs (Qualified Charitable Distributions) are useful tools to transfer funds to charity out of an IRA without triggering taxable income. This short presentation will give you details and resources to research the subject further.

About Julie Jason, JD, LLM

Julie Jason is the founder of Jackson, Grant Investment Advisers, Inc. of Stamford, CT, a boutique investment counsel firm for select high-net-worth families and proponents of financial literacy for all. She is the author of a number of award-winning investment books and a weekly investor education column recognized for clarity and accuracy in reporting. Her latest book was released by the American Bar Association, “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients).”

About Jackson, Grant

Jackson, Grant Investment Advisers, Inc. is an independently owned fiduciary boutique that serves high-net-worth families ($5 million AUM) as investment counsel. The firm is SEC registered, with offices in Stamford, Conn. Tel: 203-322-1198

About the organizer

Organized by
Julie Jason