A Legacy of Generosity

QCD Tips from a Professional Advisor


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Qualified charitable distributions are becoming increasingly popular as a way for donors to supporter their favorite non-profits. Join co-hosts Ali Schneider and Mark Beenken as they interview Cody Tresselt-Warren, a senior wealth planner for Wells Fargo Private Bank, about the dos and don’ts of QCD. We will provide an in-depth conversation about QCDs from both the fundraiser and advisor point of view. Cody will share his insights about the benefits of QCDs to donors, the intricacies around this type of gifts, and how fundraisers can make it as easy as possible for both the donor and advisor.
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A Legacy of GenerosityBy Leave a Legacy MN

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