Philanthropic Advice
Investing for nonprofits.
KeyBank has more than 150 years of philanthropic investment management experience, managing assets and gifts for the nonprofit community, and helping to streamline processes and enhance security.
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For the mass affluent or even the average donor, one of the most meaningful aspects of accumulating wealth is the ability to give back in significant, influential ways.
The updated SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) provides great motivation to think about IRAs and charitable contributions. Part of the new development is the expansion of the type of charity that is eligible for a qualified charitable deduction (QCD).
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