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Categories: General Tax Terms

Qualified Charitable Distribution (QCD)

A Qualified Charitable Distribution (QCD) is a tax-efficient way for individuals aged 70½ or older to donate directly from their Individual Retirement Accounts (IRAs) to qualified charities.

This distribution allows eligible individuals to transfer up to $100,000 per year directly to a charitable organization, thereby satisfying their required minimum distribution (RMD) while excluding the amount from their taxable income. For example, if a taxpayer has an RMD of $50,000 and makes a QCD of that amount to a qualified charity, the $50,000 will not be subject to income tax. This can result in significant tax savings, particularly for those in higher tax brackets.

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