Use a qualified charitable distribution (QCD) to fund a charitable gift annuity (CGA)

The SECURE 2.0 Act now allows a qualified charitable distribution (QCD) from an IRA to fund a Charitable Gift Annuity (CGA), creating an opportunity for you to support the ministries and causes you care about while receiving fixed income payments for life. This strategy may allow you to use assets from your IRA to strengthen your charitable impact and support your broader financial and giving goals.

Learn how an IRA charitable distribution to a CGA can help you turn retirement assets into a lasting legacy of generosity.