Tag Archives: charity
Doubling Your Tax Break: Giving Appreciated Assets to PTA and PIE
[Note – this was written with Palo Alto CA public schools in mind, and specifically a pair of charitable organizations which help support those schools. It applies just the same to any 501c3 charitable organizations, including similar organizations associated with other school systems as well as other types of charities altogether.] It’s annual appeal time […]
9 Things To Do Before Year End 2015
Give gifts to charity. To get a tax break for any gifts you give (cash, stock, etc), those gifts have to be given by Dec 31 to qualified charitable organizations. The IRS provides a tool for checking on this: <https://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check> For a contribution of cash, check or other monetary gift, you need to keep a record […]
Meyers Wealth Management 