Charitable Giving

Charitable giving can become an important and rewarding part of your life but requires careful record keeping. We can help you address that.

• Issue checks and monitor IRS required acknowledgement to support charitable deductions

• Maintain a record of current year's gifts to help plan for future years

• Advise on, and orchestrate, in-kind contributions in the form of marketable securities or other non-cash assets

• Help establish private foundations and coordinate tax preparation

• Ensure private foundation compliance with IRS regulations to preserve non-profit tax status or avoid penalties

• Monitor contributions to minimize excise tax