• 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 Charitable Rollover
People age 70.5 or older who own an IRA now can transfer up to $100,000 directly from their IRA to an eligible charity. The transfer can count as your required minimum distribution and will not be included in your taxable income for the year. For many, this is the best tax-wise way to give.

• Update Beneficiaries
Including CWRU as a beneficiary in your estate plan (on life insurance policies, investment, retirement or other financial accounts) is a great way to accomplish your charitable goals and extend your personal legacy. CWRU makes giving easy and offers a variety of ways to assure that your goals are satisfied long after you have passed away, taking the obligation off your family to administer your philanthropic plan.

• Create Your Legacy
Design a named endowment at CWRU for $25,000 with current assets, pledged over time or through a commitment in your will.

• Remember Special People
Consider a gift to honor someone important or of blessed memory.

Tax Reform and Charitable Giving

Tips for Your 2020 Year-end Charitable Giving

There’s still time to make a year-end gift to the College of Arts and Sciences. Visit this page for
instructions and helpful tips to guide your decision making. For more information, please contact
Associate Dean of Development and External Relations Paul Wolansky at 216.368.5322 or
Paul.Wolansky@cwru.edu.

Give online using a credit card through our secure site, giving.cwru.edu/casgiving. To make a gift to a specific department or area, please select “Other” and enter the information in the “Special Instructions” box.

Or mail your check with a note to:

Office of Advancement Services
Case Western Reserve University
11000 Cedar Avenue, Room 300
Cleveland, Ohio 44106-7035

For more help with your year-end giving, contact:

Case Western Reserve University
Office of Planned Giving
2040 Adelbert Road, Suite 409
Cleveland, OH 44106-7091
216.368.4460
giftplan@case.edu
plannedgiving.case.edu