Navigating qualified charitable distributions can be tricky — but it doesn’t have to be. Cody Tresselt-Warren, senior wealth planner, walks Ali Schneider and Mark Beenken through the dos and don’ts for donors and fundraisers alike.
✨ Inside this episode:
🎧 Press play to simplify QCDs and make them a powerful tool for your nonprofit.
Key Topics/Themes: Planned giving, charitable distributions, donor strategy, financial planning, nonprofit fundraising
