Resilience’s Legacy Society

Resilience’s Legacy Society

Oct 11, 2022 | Donations, Uncategorized

Legacy Giving: Rebuilding Lives and Ending Violence “If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased.” – Maya Angelou What is legacy giving? Simply put, legacy giving or planned giving is the transfer of...
The ABCs of QCDs

The ABCs of QCDs

Sep 7, 2022 | Donations, Uncategorized

The ABCs of QCDs Ilse K. Saewert, J.D., CDFA®, WMS, CEP Vice President, Investments MKS Wealth Advisors of Raymond James If you have an IRA and are 70 ½ or older, you may receive a tax benefit from making a Qualified Charitable Distribution (QCD) to a qualified...