About this Episode
Episode Three of “The Planning Mindset Podcast” delves into the often-overlooked financial tool known as the Qualified Charitable Distribution (QCD). Despite its potential benefits, many are unaware or unsure of how to effectively use QCDs. This episode aims to demystify this valuable option for philanthropic giving.
We are honored to host Lorie Martiska, MS, Vice President of Advancement for Open Sky, and Marjorie Ropp, a dedicated volunteer and former employee at Abbey’s House. Both organizations are renowned for their significant contributions to the Worcester Community, with Open Sky providing a range of human services and Abbey’s House focusing on shelter, affordable housing, and support for women and children.
Lorie and Marjorie bring not only their expertise in charitable work but also their personal passion and engaging stories. They will shed light on how QCDs can be a strategic way to reduce taxable income while supporting meaningful causes.
This episode is a must-listen for anyone interested in learning about QCDs and the impactful ways your contributions can benefit the community. Join us on “The Planning Mindset Podcast” to hear from these two inspiring women and gain insights into the powerful intersection of financial planning and philanthropy.
The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.
Jeanine Beratta is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Nexus Financial Group, a separate entity from LPL Financial.
Marjorie Ropp, Lorie Martiska and any other individual or company mentioned in this podcast are not affiliated with Nexus Financial Group or LPL Financial.