CAS July 21, 2026
Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA
For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.
Bill Knox, JD, LLM, Senior Director, Technical Consulting & Strategic Innovation Projects. Mr. Knox joined TIAA Kaspick in 2012 after serving for more than seven years as vice president of legal services at Crescendo Interactive, Inc. In his current role, he advises clients on all aspects surrounding planned gifts, including legal, tax, and administration issues. He has presented on a variety of planned giving topics at both regional and national events. Mr. Knox has a BA from the California State University, Chico. He received his JD from the Columbus School of Law at the Catholic University of America and his LLM in tax from Loyola Law School.
CAS July 21, 2026
For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.