| Baltimore-Washington Financial Advisors invites you to an interactive tax planning workshop exploring charitable giving strategies in retirement. Learn how donor-advised funds (DAFs), Qualified Charitable Distributions (QCDs), and recent tax law changes under the One Big Beautiful Bill (OBBB) may help make your charitable giving more tax-efficient while supporting your long-term financial and estate planning goals.
WEBINAR
JULY 29, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- How donor-advised funds (DAFs) can simplify charitable giving
- When it makes sense to bunch charitable contributions for tax planning
- The benefits of Qualified Charitable Distributions (QCDs) for IRA owners
- How QCDs can help satisfy Required Minimum Distributions while supporting charitable organizations
- New charitable giving opportunities under the One Big Beautiful Bill (OBBB)
- Strategies for making charitable gifts more tax-efficient
- Aligning charitable giving with your financial, tax, and estate planning goals
PRESENTERS:
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