Tag: IRS
“SECURE Act 2.0” Offers New Opportunity for Charitable Gift Planning

The SECURE Act and Planned Giving Strategy
Understand new provisions that make some types of charitable contributions more appealing.

Webinar: You Better Believe It: A UBIT Primer

Year-End Donation Receipts and Tax Statements
Understand your IRS obligations for 2021 year-end tax receipts and download sample letters and email copy.

Qualified Charitable Distribution Definition and Rules
The option for qualified charitable distributions first emerged as part of the Pension Protection Act of 2006. This provision has been extended several times since then but now has been made permanent through the Protecting Americans from Tax Hikes Act of 2015. Here’s how it works:

IRS Regulations Related to Sponsorship
Master IRS compliance with this update by John Crigler, attorney for Garvey, Schubert, Barer.