IRA Charitable Gift Annuity
As part of the recently passed Consolidated Appropriations Act of 2023, (commonly referred to as SECURE Act 2.0), retirees have an exciting, new opportunity: to make a donation to a qualified 501(c)(3) organization directly from their IRA (referred to as a Qualified Charitable Distribution or QCD) while also establishing a Charitable Gift Annuity (CGA) which will pay…