What is an IRA Charitable Rollover?

What is an IRA Charitable Rollover?

Aug 31, 2023 | All News

The IRA charitable rollover, also known as a qualified charitable distribution (QCD), allows IRA holders, age 70 ½ or older, to donate to a qualified charity from their Traditional or Roth IRA (including inherited) tax-free.  Requirements The donating IRA holder...
Extreevaganza 2023 News

Extreevaganza 2023 News

Aug 31, 2023 | All News, Events

Yes! It’s that time! As we enjoy the last moments of summer, it’s the perfect time to start planning for this year’s Extreevaganza.  Extreevaganza is much more than a festive holiday party. Proceeds from this event support the Community Fund of the Otsego Community...
August is National Make A Will Month

August is National Make A Will Month

Jul 20, 2023 | All News, Donor

August is National Make a Will Month and an incredible opportunity to support your favorite nonprofits. You’ve likely already worked with your advisors to establish an estate plan, including a will and even a trust. Still, this is a good time of year to review your...