TAX STRATEGIES FOR CHARITABLE GIVING

Charitable giving continues to be a beneficial strategy for many Americans to both make a philanthropic impact as well as reduce their tax liability. Understanding some specific strategies may be particularly beneficial for you and your family.

With recent changes to tax law under the SECURE and CARES Acts, Notre Dame is offering our complimentary brochure, Tax Strategies for 2020 Charitable Giving.

This brochure provides information on recent changes including:

  • Changes to rules regarding IRA required minimum distributions
  • A new above the line deduction for cash gifts to charity
  • An increase in the charitable deduction limit

In addition to these changes, this brochure will outline strategies that may be helpful as you consider your philanthropic goals this year. These include:

  • Accelerating charitable giving into the current year
  • Making gifts of long-term appreciated assets
  • Making an IRA charitable rollover gift

To request your complimentary brochure, please enter your information below.

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