A Deeper Dive Into QDS And DQS: Qualifying Disbursements And Disbursement Quota Regimes – Charities & Non-Profits

Unlike a DQ Sandwich from Dairy Queen that is predictable and
generally satisfying, the murky and evolving world of DQs
(“Disbur،t Quota Rules”) and QDs (“Qualifying
Disbur،ts”) is neither predictable nor very
satisfying.

In a presentation given at the Ca،ian Association of Gift
Planners 30th National Conference on Strategic Philanthropy in
Ottawa on April 3, 2024, Terrance Carter explains a number of the
key aspects concerning the complexities, challenges and
interrelation،ps ،ociated with the new qualifying disbur،t
regime and its practical implications, as well as the increased
disbur،t quota regime and its changes and challenges.

The full PowerPoint from this presentation can be viewed on the
Carters website here.

Read the April 2024 Charity & NFP Law
Update

The content of this article is intended to provide a general
guide to the subject matter. Specialist advice s،uld be sought
about your specific cir،stances.

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