Welcome to the spring edition of Legacy Matters, Nutter’s private wealth and nonprofit newsletter focusing on estate planning and philanthropy topics. In this issue, we analyze charitable deductions and required recordkeeping...more
4/5/2024
/ Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
High Net-Worth ,
Internal Revenue Code (IRC) ,
IRS ,
Private Foundations ,
Recordkeeping Requirements ,
Scholarships ,
Tax Planning ,
Wealth Management
On #GivingTuesday, if you are thinking about making a cash gift to one or more of your favorite causes and you intend to claim a charitable contribution deduction on your 2017 income tax return for the gift(s), here are three...more
No matter who wins the White House in November, the new president’s agenda will include tax reform. But changes to our tax laws need not wait until after inauguration day, as we learned four years ago when the “fiscal cliff”...more
From April 9 to April 12, I had the good fortune to be part of the Council on Foundations 2016 Annual Conference. The Council welcomed nearly 1,400 leaders in the philanthropic sector to Washington, D.C., for plenary programs...more
5 Ways to Be Diligent with Charitable Gifts of Cash
Remember that formal benefit dinner you attended last fall? The contentious battle for that golf package at the charity auction in the spring? Your donation to the...more