Posted April 10th, 2018

Booklets of the Month: What Donors and Advisors Need to Know About Tax Reform

April is tax season, and taxpayers and advisors have been filing their final income tax returns under the pre-Tax Cuts and Jobs Act tax law. Many have had little time to consider what the implications of the new law will be and how it may affect charitable giving in 2018 (click here for more on this topic).

Now may be an ideal time to inform and educate donors and advisors about various provisions of the new law. Sharpe Group offers two booklets that may be particularly useful in this regard: “Your Guide to Effective Giving After Tax Reform” and the “2018 Federal Tax Pocket Guide.”

Your Guide to Effective Giving After Tax Reform

Guide to Effective Giving After Tax Reform

Sharpe created this booklet primarily to help individuals understand how the law did and did not affect their charitable giving. The content is directed to those who deduct their gifts and are likely to continue to do so. It also includes a number of strategies to help donors who may not otherwise itemize under the new law discover ways to restore tax benefits for their gifts.

2018 Federal Tax Pocket Guide

In association with R&R Newkirk, Sharpe is also pleased to offer the “Federal Tax Pocket Guide.” This publication is available in our combined offerings for advisors. Income tax and estate tax figures have all been updated to reflect inflation adjustments. This reference guide is ideal for advisors and more sophisticated donors. Imprinted with your organization’s name and logo and your own name and contact information, the “Pocket Guide” is an effective tool for keeping your organization top of mind with the professional advisors and estate planners in your community and building goodwill among your top donors and prospects.

Click here to view the booklets and/or to place an order. If you have any questions or need assistance, contact us at info@SHARPEnet.com or call 901.680.5300 for more information. ■

The publisher of Give & Take is not engaged in rendering legal or tax advisory service. For advice and assistance in specific cases, the services of your own counsel should be obtained. Articles in Give & Take may generally be reprinted for distribution to board members and staff of nonprofit institutions and other non-donor groups. Proper credit must be given. Call for details.

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