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Personal Investments • Talk to me about Qualified Charitable Contributions (QCDs) from traditional IRAs

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According to Fidelity & donors, if you make a QCD with them for under $3000/donor, you have to notify them that a donation was made by you to get the letter, as the check doesn’t list your bake & contact info.

The donors we reach out are happy to send us letters that the donations were gratefully received and no goods or services were provided. So far, our annual donations have been under $3000/charity, but they’re happy to send me a letter.

Statistics: Posted by HIinvestor — Fri Apr 26, 2024 3:49 am — Replies 34 — Views 2558



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