Tips for your 2020 End of Year Philanthropic Planning

• Give Early ‑ By December 31 A charitable gift is made on the date of delivery. You can only deduct donations in the year you make (deliver) them. Act now to ensure your philanthropic plan is completed before year end. • Give Appreciated Assets If you own appreciated assets such as stocks, mutual funds or real estate, you may have a meaningful opportunity to pay less tax, give more, and enhance your personal cash flow. By donating long-term appreciated non-cash assets, you avoid capital gain taxes thus contributing more to charity. Tip: initiate transfers early. Long delays arise at year end. • IRA...

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Smiling professor in gray sweater stands with arms crossed in room full of books
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Jonathan Tan, Leading Scholar on Today’s Asian American Christianity, Receives Prestigious Grant

Jonathan Tan, the Archbishop Paul J. Hallinan Professor of Catholic Studies in the Department of Religious Studies, has been awarded the Louisville Institute‘s prestigious Sabbatical Grant for Researchers (SGR) award to support his project titled “Beyond Model Minority, Privilege, and Power: Rethinking and Transforming Asian American Theologies.”

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Tips for your 2019 End of Year Philanthropic Planning

• Give Early ‑ By December 31 A charitable gift is made on the date of delivery. You can only deduct donations in the year you make (deliver) them. Act now to ensure your philanthropic plan is completed before year end. • Give Appreciated Assets If you own appreciated assets such as stocks, mutual funds or real estate, you may have a meaningful opportunity to pay less tax, give more, and enhance your personal cash flow. By donating long-term appreciated non-cash assets, you avoid capital gain taxes thus contributing more to charity. Tip: initiate transfers early. Long delays arise at year end. • IRA...

Read more