QCDs, RMDs, IRAs–Oh My!

Special Event | Available (Membership Required)

9000 Babcock Blvd Pittsburgh, PA 15237 United States
PSC 101
7/20/2026 (one day)
10:00 AM-11:00 AM EDT on Mon

QCDs, RMDs, IRAs–Oh My!

Special Event | Available (Membership Required)

Unlocking the Power of Your Legacy: Mastering QCDs, RMDs, and DAFs for Meaningful Giving

Designed for inquisitive minds and generous hearts, this workshop through La Roche’s Center for Life Long Learning will show you how planned giving vehicles—such as Qualified Charitable Distributions, Required Minimum Distributions, and Donor-Advised Funds—can help you support the missions of organizations you care about and want to support while maximizing your personal financial benefits. Join us as part of your ongoing commitment to learning and giving back!

Walt West

Walt West is a volunteer financial planning professional and a part of the local Prepare Institute. The PREPARE Institute is recognized by the IRS as a 501(c)3 nonprofit educational organization that provides retirement planning educational workshops and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. The PREPARE Institute courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. The PREPARE Institute educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course material prior to implementing any of the ideas and strategies taught or discussed in this course.