We are in the thick of tax season, with the April 15th deadline right around the corner! When you meet with your tax and investment advisors to review the past year and prepare for your financial future, it is an excellent time to discuss the strategic tools that can optimize your tax benefits while supporting Catholic causes that matter most to you. By considering charitable giving options such as a…
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Supporters of Catholic causes can ensure their favorite organization continues fulfilling its missions by directing distributions from their tax-deferred retirement accounts to an endowment or donor designated fund managed by the Catholic Foundation of Eastern Pennsylvania. This is a win for both the Catholic organization and the donor/taxpayer. With qualified charitable distributions, they can begin as young as 70 1/2 years old. What Are Qualified Charitable Distributions? If you are age 70½…
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