QCD Questionnaire

This QCD questionnaire tool is designed to help you best navigate the various factors involved in making a QCD gift. If you qualify to make a QCD gift, you may use the QCD Gift Letter Instructions tool to create a letter of instructions for your financial advisor or plan administrator.

Should you have questions or concerns, please contact us.

QCD Questionnaire

Were you born before June 30th, 1949?

What type of retirement account do you have?

When do you normally withdraw your RMD?

Do you know the amount of your RMD?

Does your plan administrator normally hold taxes?

According to your answers, you are eligible to make a QCD gift. If you would like to complete your Gift Letter of Instructions to your Financial Advisor, please click the link below to get started.