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  • Donor-Advised Funds (DAFs): The Flexible Giving Account
    Discover how donor-advised funds can streamline your charitable giving, maximize your tax benefits, and provide the flexibility to make a lasting impact on the causes you care about most. (Page 9)
  • Qualified Charitable Distributions (QCDs): A Smart Giving Strategy for Retirees
    Learn how utilizing QCDs can help retirees reduce taxable income, fulfill RMDs, and make a greater impact—while avoiding common mistakes that leave valuable tax benefits on the table. (Page 14)