Georgina West is director of gift planning at Monmouth University in West Long Branch, N.J. Monmouth recently received an interesting real estate gift from a dedicated supporter. Here Ms. West shares with Give & Take how the donor’s choice to give a portion of her residence enabled her to maximize both her tax savings and …Read More

The discount rate used to determine the charitable deduction for various split interest gifts fell to 1.8 percent in December, a historic low. Read on to learn how the discount rate is determined and how the current rate may affect which charitable gifts will be most appealing to donors in coming months. Q: What does …Read More

This year marks the 10-year anniversary of the Economic Growth and Tax Relief Reconciliation Act of 2001. That legislation featured a number of popular tax cuts but also included an automatic sunset provision designed to return many of the nation’s tax laws to their 2001 state unless Congress took other action. Originally, most observers believed …Read More