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