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QCD Tips from a Professional Advisor

QCD Tips from a Professional Advisor

FromA Legacy of Generosity


QCD Tips from a Professional Advisor

FromA Legacy of Generosity

ratings:
Length:
19 minutes
Released:
May 25, 2021
Format:
Podcast episode

Description

Qualified charitable distributions are becoming increasingly popular as a way for donors to supporter their favorite non-profits. Join co-hosts Ali Schneider and Mark Beenken as they interview Cody Tresselt-Warren, a senior wealth planner for Wells Fargo Private Bank, about the dos and don’ts of QCD. We will provide an in-depth conversation about QCDs from both the fundraiser and advisor point of view. Cody will share his insights about the benefits of QCDs to donors, the intricacies around this type of gifts, and how fundraisers can make it as easy as possible for both the donor and advisor.
Released:
May 25, 2021
Format:
Podcast episode

Titles in the series (70)

Brought to you by Leave a Legacy MN, a committee of the Minnesota Gift Planning Association, the purpose of this podcast is provide professional development content for every fundraiser with special attention to planned and legacy giving. We do this by acting as a connector of expertise, people, and resources. Staff and volunteers will find this podcast to be a valuable professional development tool. Released twice a month, our interviews include people from small and large organizations, rural and metro, new to the field and seasoned experts... there's something here for everyone!