04/30/2026
Did you know there’s a way to support the causes you care about while being mindful of your taxes?
For individuals age 70½ and older, a Qualified Charitable Distribution (QCD) allows you to give directly from your IRA to a qualified 501(c)(3) charity without paying federal income tax on the amount donated. For many retirees, a QCD may also satisfy part or all of their Required Minimum Distribution (RMD). In 2026, individuals may give up to $111,000 annually through a QCD, with the limit indexed for inflation.
It’s one of several strategies that can make charitable giving both meaningful and financially thoughtful.
Our partners at Covenant Trust Company are available to help you explore how charitable planning may align with your overall financial goals. More information is available at https://bit.ly/3Q9B9MR.
Learn more at https://bit.ly/4ceOhI6
Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services and guidance that’s rooted in values.