The fall months have always been the time when a large percentage of gift income is received. This is true for a number of reasons: 1. The final months of the year are traditionally the “season of giving” when many peoples’ thoughts turn to sharing with others. 2. Many individuals receive work-related bonuses at the …Read More

Larry O’Neal, senior development director and assistant to the vice president of advancement for The University of Alabama, didn’t know much about planned giving when he started out in development with the school. But he found the skills he had used in his banking career transferred nicely to his new business of working with donors, …Read More

Many taxpayers and their advisors are familiar with the various limitations that might affect itemized deductions, including those for charitable gifts. Others are not, and may inadvertently make what could prove to be costly mistakes. Charitable gifts of cash may be deducted up to 50% of a donor’s “contribution base,” which is basically the taxpayer’s …Read More