If you would like to transfer funds from your tax-deferred towards a charity as Qualified Charitable Distribution, you can model this through a manual withdrawal on My Plan > Withdrawals. This feature is available to PlannerPlus members.
Set up the QCD Disbursement
Go My Plan > Withdrawals.
Scroll to "Do you have any planned one-time withdrawals or distributions?
Click on "Add another one-time withdrawal or disbursement."
Select an after-tax account (same account as excess income)
Select "Deductible Disbursement"
Enter the amount to disburse
Enter the age for disbursement
Repeat steps 1 -7 every year you wish to make this type of withdrawal
Validate the QCD Disbursement
Go to Insights > Tax.
Scroll to "Federal Tax Deduction" Chart
Look for "Deductible Disbursement" in the year(s) you entered disbursements.