Tag: Professional Advisors

Bunching, IRA Rollover Gifts May Allow Donors to Maintain Charitable Giving Levels Despite the New Tax Climate

March 22, 2018 With the passage of the Tax Cuts and Jobs Act (“TCJA”) in December of 2017, many are speculating about the impact the law will have on charitable giving. Because the standard deduction was nearly doubled, $12,000 for individuals and $24,000 for married couples, the Tax Policy Center projects that only 11 percent of households will continue to itemize their tax deductions, down from 26 percent of households under the prior law. Read More.

Charitable Giving Strategies: Bunching May Allow Donors to Maintain Charitable Giving Levels Despite the New Tax Climate

February 26, 2018 With the passage of the Tax Cuts and Jobs Act last December, there is speculation about the impact the law will have on charitable giving. Because the standard deduction was nearly doubled—$12,000 for individuals and $24,000 for married couples—the Tax Policy Center projects that only 11 percent of households will continue to itemize their tax deductions, down from 26 percent of households under the prior law. With such a dramatic decline in the number of itemizing households, it is possi…Read More.

Staff Blog: Sarah Weaver

April 19, 2017 Sarah Weaver is a senior gift planning advisor at Central Indiana Community Foundation As senior gift planning advisor, Sarah works to develop and maintain relationships with financial and legal advisors and to support and advise donors on gift planning options. Major milestones like birthdays or anniversaries often leave us contemplating big questions: What have I […]Read More.

Gifts of Real Estate Are a Win-Win for Clients and Charitable Organizations

March 14, 2017 For many donors, real estate assets represent a significant portion of their wealth, but nationwide, gifts of real estate make up less than three percent of charitable contributions every year.Read More.