Congress first enacted this technique, officially called a “qualified charitable distribution,” in 2006, and made the technique permanent in 2015. It can make charitable giving from IRAs exceedingly easy, which is generally not the case for giving from retirement plans during a donor’s lifetime.

Starting a conversation about charitable giving with clients can be a bit of a dance. Their interests and current financial situation, as well as your knowledge and expertise when it comes to charitable giving all must be in step.

It’s never too early to get started on year-end giving plans. In the spirit of generosity—and maximizing community impact—Hilary Stone, MBA, CAP®, Senior Advisor for Donor Services, outlines three tax-advantaged charitable giving strategies worth considering with your clients.

The assets of The Columbus Foundation are held in more than 3,000 charitable funds, 30 Supporting Foundations, and one statewide affiliate, Community Foundations, Inc. Among more than 750 community foundations in the United States, The Columbus Foundation ranks seventh in market value of assets.

Participating in The Big Table is easy and rewarding—but don’t just take our word for it. Donte Woods-Spikes, a Big Table Ambassador who has hosted numerous conversations, recently sat down with five members of the community to discuss the value of being part of The Big Table, as well as the lessons they’ve learned along the way.

Join The Big Table® on September 25, 2024, a day of community building and conversation in support of a kind, connected central Ohio.