» Charitable Giving

A Schoolteacher from Kansas City Left Small Fortune to Jesuits

That a schoolteacher from the Kansas City area left the bulk of her estate to the local Jesuits did not come as a big surprise to anyone, but the size of her estate surprised everyone. For people who knew Anna Kurzweil there was no indication that sh… Read More
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Giving a Home to Stray Cats

People frequently use their estate plans as a way of continuing to support things they love after they pass away. One woman in Italy recently did so by bequeathing her home to stray cats. The late Fiorella Scannabissi of Bologna, Italy loved cats. Du… Read More
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It's That Time of Year!

This is the time of year when certain money issues come more into focus, including those related to income-tax planning, charity scams and checking up on the financial health of family members. Tax planning isn't shaping up as anything remarkabl… Read More
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Charitable Giving Puts Public Library Back on the Map

The Stanley and Elaine Ball Charitable Foundation granted the Taneyhills Library $350,000 to renovate the children's area and to create a technology conference room. Taneyhills Library Board Chairman Kenton Olson said the children's library… Read More
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Making Charitable Contributions Work

While you're alive and have philanthropic goals, give appreciated assets held in a taxable account to charity. For charitable bequests, designate your IRA or tax-deferred employer retirement plan. Why? Suppose a hypothetical Al Cole wants to giv… Read More
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MSU Alum Leaves Millions to School

Montana State University announced on Thursday that the late Bill Wurst, a 1959 alumnus in electrical engineering, has left $4 million to the MSU College of Engineering as a gift from his estate. The gift will be used as matching funds for the univer… Read More
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Can You Transfer IRA Funds to Charity?

Tax-free transfers are limited to those over age 70½ mainly to contain the drain on the federal budget. One thing you should never forget about your IRA – even though you make contributions with pre-tax dollars, and once inside these accounts your… Read More
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International Charitable Giving

One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i… Read More
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International Charitable Giving

One of the most notable trends in philanthropy, according to the 2012 Giving USA Study of charitable giving, is that international giving has steadily grown despite a tumultuous economy. Thinking about going global with your charitable giving? When i… Read More
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The Complexity of Gift Valuations in Ann Arbor

…Good intentions do not guarantee a charitable contribution deduction. By failing to properly account and document the contribution, however, the IRS and Tax Court [could] disallow the deduction. You may think that being eligible for the charitable… Read More
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