Prepare for the End of the Year
Tips to Help You Maximize Your Giving
Generosity knows no season, but October through December are historically the months that Americans are most likely to give to their favorite charitable organizations. These months mark the traditional season of giving and receiving as well as the time that many of us begin income tax planning.
Following are some tips to help you maximize your giving before the year ends.
Gather your receipts. Documentation of your giving is important to have if you plan to itemize on your taxes. Before the year comes to a close, make sure you have records of all your giving for the year. Missing something? Contact the organization to request a new copy or for assistance.
Find the best gift for you. Once you’ve reviewed what you’ve already given this year, you may be ready to make some final gifts and gift commitments for 2019. Be sure to contact your attorney or financial advisor for help finding the giving option that will help you reach your giving and financial goals.
Be aware of due dates. To make sure your gifts qualify for 2019, you’ll need to ensure they are received before their due date. Contact Lynne Marie S. Jones, CFRE for popular gift dates or to learn what it will take to make your gift to Syracuse University count this year.
Make the Most of Your Giving
Contact Lynne Marie S. Jones, CFRE at GiftPlan@syr.edu or 888.352.9535 if you have any questions about ways you can make a gift before the year ends. Thank you for all you do for Syracuse University!
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 640 Skytop Road, 2nd Floor, Syracuse, NY 13244-5160. You also may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.