Good news keeps coming: Retirement plans and charitable giving

You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...

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Split-interest charitable gifts: Need-to-know FAQs

As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies—a charitable gift annuity (CGA) and a...

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BEI Study

Black Equity Initiative Inland Empire
(M.E.C.C.A. Inland Empire)

5-YEAR LOOKBACK STUDY
Download your free copy of the 2026 study:
CLICK HERE
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