IRAs, RMDs, and Qualified Charitable Distributions: What You Need to Know

The Community Foundation of Southeast Kansas is hosting Chris Calmer of Graystone Consulting, a business of Morgan Stanley, for a short educational webinar all about IRAs, Required Minimum Distributions, and Qualified Charitable Distributions. This free, half-hour Zoom webinar will be held at 2:00 p.m. on Tuesday, October 22.

Qualified charitable distributions are an excellent way for people with traditional IRAs who are at least 70½ to support the charities or causes they care about, and the Community Foundation makes that easy!

You don’t need to register to attend this webinar, so come join us and learn how you can join the growing number of Southeast Kansas residents using their IRAs to benefit their communities! If you’d like to receive a reminder about this webinar, scroll down to the Sign up for a reminder email section of this post.

About our speaker

Chris Calmer, CFA

Senior Vice President
Graystone Consulting

As a Financial Advisor, Chris implements investment strategies for clients by concentrating on portfolio management to help meet the client’s goals to support their overall mission.

Chris is firmly committed to long-term results and establishing strong relationships with the organizations he serves. He listens carefully to understand the clients’ goals and objectives, and then helps implement plans to reach their financial aspirations.

Chris is an alumnus of Missouri State University, with a Bachelor of Science degree in accounting. He is a CPA and a CFA Charterholder. He was previously the President of the CFA Society of Kansas City in 2020 and 2021. Before joining Graystone Consulting, Chris was Team Leader for Institutional Investment Management at UMB Bank. In addition to his leadership role at UMB, he was previously the President of the Missouri Baptist Foundation, where he learned first-hand the importance of the client and consulting relationship. In his leadership role with the Foundation, he was also responsible for taking the lead in all institutional client relationships, setting vision with their volunteer board, and guiding all their investment strategies.

Chris enjoys playing many sports, including racquetball, tennis, pickleball, biking, and running. Chris and his wife Betsy are very active in their church where he plays keyboard and provides leadership in their youth program. Previously Chris has been a board member and volunteered for organizations such as the YMCA, Coyote Hill Children’s Home, City Union Mission, Hillcrest Platte County, Youth Volunteer Corps, and Sports Crusaders.

About the Community Foundation

The Community Foundation of Southeast Kansas is a public charity that exists to encourage charitable giving to benefit the common good and improve the quality of life for Southeast Kansas residents. The Foundation and its three affiliates in Columbus, Fort Scott, and Girard are home to more than 200 charitable funds addressing a wide range of charitable interests.

Most of the Foundation’s funds are eligible to receive Qualified Charitable Distributions, including the agency endowments participating in Match Day on Tuesday, December 3.

Watch the webinar

You can view a recording of the webinar on our YouTube channel or embedded below.

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