Everence Financial® is pleased to offer a new series: Explanation, Exploration and Engagement as we look to support our nonprofit partners with a tremendous tool for fundraising.
Qualified charitable distributions (QCDs) permits donors to transfer up to $108,000 in 2025 (an increase from $105,000 in 2024) from an IRA to a qualified charity. Donors aged 70½ may make these distributions, satisfying the required minimum distributions while offering tax benefits. We’ll discuss case studies regarding QCDs, as well as marketing and communication of this essential tool. The 90-minute event will allow for increased opportunities for attendees to share resources. Everence is pleased to serve as your charitable partner guiding you to greater impact.
8:30 – 9 a.m. - Registration, networking and a light breakfast
9 a.m. – 10:30 a.m. - Presentation
Speakers
Elyse Kauffman, MBA, has been serving as the Charitable Consultant for the Central Penn market since 2020. Her experience as a former professional fundraiser helps support conversations with both Everence donors and nonprofit partners.
