Do you serve clients who are over or approaching age 70-1/2 and who are charitably inclined? By working with The Dayton Foundation to take advantage of a traditional IRA qualified charitable distribution (QCD), your clients may transfer up to $100,000 to a 501(c)(3) public charity and not have it show in their income for tax purposes, thus resulting in substantial tax savings for them.
To learn about several charitable giving options available to your clients through The Dayton Foundation for QCDs, click here.