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Index/Topics/IRA Custodians

IRA Custodians

Charities should prepare to consume custodian confirmations and reconcile them against bank deposits and donor statements.

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Feb 4, 2026

How should nonprofits document and track incoming QCDs from IRA custodians to ensure contemporaneous acknowledgments are timely?

Nonprofits that want reliable proof and timely acknowledgments of Qualified Charitable Distributions () must build a donor-facing intake process, a custodian-confirmation workflow and an auditable tra...

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