Webinars

Join us for a conversation on how you can use your IRAs Required Minimum Distribution (RMD) to support your charitable giving in a smart, tax-efficient way. We will walk through how Qualified Charitable Distributions (QCDs) work, the tax benefits they can provide, and how recent legislation impacts charitable giving today. We will also touch on donor advised funds and how they fit into an overall giving strategy. If you are already charitable inclined, or would like to learn how to use your RMD for charitable causes this session will help you see new ways to support the causes you care about while making the most of your retirement assets in a tax efficient way. This free webinar will be held on Zoom at 12:00 PM on Wednesday, October 15, 2025. Presented by Connectedly in collaboration with Chase M. Davis, CFP®, CPWA®, ChFC® from Merrill Lynch. Please register below. You will receive a link for the webinar as we approach the October 15th date.