How the process works
2. Meet with GBF staff member for gifting consultation
The Foundation’s professional staff is available to meet with you in person, over the phone, or via an online video call to go over your QCD Questionnaire and giving objectives. firstname.lastname@example.org
3. Create a QCD Gift Instruction Form
The QCD Gift Instruction Form provides you with a printout of the basic information you need to begin the gift process with financial advisor or plan administrator.
4. Deliver the Form to Your Financial Advisor
Once you have completed the QCD Instruction Form, you will need to deliver it to your financial advisor or plan administrator. Your financial professional will then provide you with the appropriate paperwork to complete the gift. If you have any problems along the way, our staff is available to assist you in the process. Also, don’t forget to inform your tax preparer about your gift.
* The SECURE (Setting Every Community UP for Retirement Enhancement) Act 2.0 was signed into law on December 29, 2022 and it raised the age requirement for being required to take an RMD (Required Minimum Distribution) from age 72 to age 73 in the year 2023. It also increases the age from 73 to 75 in the year 2033.