SECURE ACT 2.0 Video #2: Charitable giving
Wednesday, March 29, 2023
Watch our latest video about the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes.
In the second edition of our SECURE Act video series, Lorraine Salvo, CFP®, CDFA®, Managing Director, Private Wealth Management & Head of Financial Planning, explains the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes. Contact us to learn more about how we can help you create a giving strategy or address your other financial planning goals.
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