Sentences with phrase «with qualified charitable distributions»

Extra points if: As with qualified charitable distributions and donating appreciated securities, investors can employ a donor - advised fund to improve their portfolios» risk / reward characteristics.

Extra points if: As with the qualified charitable distribution, donating highly appreciated assets helps can help reduce risk in a portfolio at the same time it yields a tax benefit.

Not exact matches

The tax code allows private foundations to include as «qualified distributions» certain expenses associated with grantmaking and other payments made for charitable purposes (e.g., conferences, technical assistance for grantees and other expenses).

So they came up with a QCD, qualified charitable donation, or qualified charitable distribution, whatever you wan na call it.