Planned Giving

Qualified
Charitable Distribution

A Qualified Charitable Distribution allows people age 70 1/2 and older to reduce their
taxable income by making a gift directly from their IRA.

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General Office Contact Information:

Email: [email protected]
Phone: 800-645-2347
Tax ID# 04-210-3547

595 Commonwealth Avenue
Suite 700 West Entrance
Boston, MA 02215

Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.