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A Schoolteacher from Kansas City Left Small Fortune to Jesuits
March 4th, 2016
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…
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Categories: Uncategorized
Giving a Home to Stray Cats
December 16th, 2015
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…
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It's That Time of Year!
November 6th, 2015
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…
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Categories: Charitable Giving, Current Affairs, Estate Planning, Taxes, Trust Funding, Weblogs, Will
Charitable Giving Puts Public Library Back on the Map
November 4th, 2015
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…
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Making Charitable Contributions Work
October 16th, 2015
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…
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MSU Alum Leaves Millions to School
October 1st, 2015
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…
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Can You Transfer IRA Funds to Charity?
May 13th, 2013
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…
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Categories: Uncategorized
International Charitable Giving
April 26th, 2013
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…
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International Charitable Giving
April 5th, 2013
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…
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The Complexity of Gift Valuations in Ann Arbor
February 20th, 2013
…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…
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