DAF Ideas: Bunching

Though tax incentives are rarely the only reason donors make gifts (see this article), bunching is a strategy which allows donors to continue giving to charities they love and capture tax savings in light of the new federal standard deduction. If you would like to know more about how bunching can benefit your clients,  see the …

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The Donor Advised Fund – Paving the Way for Thoughtful Philanthropy

by Mary Quilici Aumack Executive Director Donor Advised Funds were all over the news in 2017. They make up the fastest growing giving vehicle in the country. Through these funds, families can direct their charitable giving through one institution, advising grants to effective nonprofits. A Donor Advised Fund set up with the Catholic Community Foundation …

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Charitable Distribution – Added Value with New Tax Legislation

by Mary Aumack Executive Director Before 2018, for many taxpayers there was no benefit in making a direct contribution to charity from a retirement account (Qualified Charitable Distribution). Previously, you could take an amount, say $10,000, report it as taxable income, then donate it to charity, and the net effect was the same as if the contribution …

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In Communion

by Carolina Scipioni Endowment & Planned Giving Manager Every time I visit a parish in our diocese, I’m able to appreciate the unique culture and beauty that has been built up by many generations. The active members of each community have contributed something during their lifetime to build the kingdom of God, and some even …

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