24 min listen
QCD Tips from a Professional Advisor
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)
A Personal Approach to Donor Gratitude by A Legacy of Generosity