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.

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