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With the recent tax law changes, many people have questions about the impact this new law will have on their charitable giving in 2018. They should be pleased to hear that the charitable income tax deduction was preserved and enhanced in many cases, and there are still many smart ways to make tax-advantaged gifts whether …Read More
Give & Take Articles
Archive for September, 2018
SHARPE newkirk Welcomes Laura Knitt, J.D.
SHARPE newkirk is pleased to welcome our new Senior Consultant, Laura Knitt, J.D. Previously, Laura worked for 13 years with a large national nonprofit, the Evangelical Lutheran Church in America, where she served in progressive roles as Associate Director for Planned Giving, Director for Legal and Regulatory Compliance and Assistant General Counsel. She brings valuable …Read More
Claiming a Charitable IRA Gift on the 2018 1040 Form
Your marketing efforts have worked, and eligible donors are beginning to make qualified charitable distributions from their IRAs to your organization. Early next year these donors will receive Form 1099-R from their custodians showing their total distributions, even though some or all of that amount was sent to charity. To avoid frantic phone calls, explain …Read More
Noncash Gifts Fuel Recovery in Giving
IRS reports provide key information about charitable giving. The way in which donors report their charitable giving to the IRS has evolved through the years. Prior to 1969, donors used IRS Form 1040 to itemize their gifts. Starting that year, taxpayers transitioned to a separate Schedule A to detail charitable gifts. In 1985, the IRS introduced …Read More
All That Glitters…
A planned giving pipeline is like a gold mine. It is important to measure not only the value of what is coming out but also the value of the time and other resources being devoted to the mining process. Nonprofit organizations measure the effectiveness of their gift planning efforts in many different ways. Some place …Read More