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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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In December 2019, President Trump signed into law several changes to the rules regarding retirement accounts such as 401(k)s and IRAs. Congress named the legislation the “SECURE Act,” which stands for the “Setting Every Community Up for Retirement Enhancement Act.” Some taxpayers may feel a bit more secure with these changes in place, or at […]

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Tax incentives for philanthropic gifts to charity may have decreased under the Tax Cuts and Jobs Act of 2017, but creative donors are still finding ways to maximize tax savings while supporting charitable causes. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest […]

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While the Tax Cuts and Jobs Act of 2017 changed important parts of U.S. tax law, donors still have many ways to maximize tax savings while making charitable gifts. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest tax reform legislation. The first […]

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The Tax Cuts and Jobs Act of 2017 was signed into law in December 2017. It is the first major tax reform act in the United States since 1986 when Michael Jackson and Cyndi Lauper were at the top of the music charts! Major elements of the act include: Reducing tax rates for businesses and […]

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On Wednesday, December 20, the U.S. House and the U.S. Senate approved a major tax reform bill, which President Trump is expected to sign into law before the end of the year. The bill contains several elements that will have an impact on the tax benefits of charitable giving in 2018 and beyond. What are […]

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Tax reform is in the headlines again, and several alumni have contacted our office to ask how charitable giving may be affected, so we thought we’d provide this brief update. At this time, there are three major tax reform proposals getting a lot of attention, outlined below. 1.  Unified Framework for Fixing Our Broken Tax […]

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On April 26th, 2017, President Donald Trump released his tax reform proposal entitled “2017 Tax Reform for Economic Growth and American Jobs.” The proposal provides a series of bullet points aimed at the President’s  four stated goals: i) growing the US economy and creating jobs, ii) simplifying the tax code, iii) providing tax-relief, and iv) […]

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While most gifts to charities like Duke are tax deductible, other gifts–like those to family and friends–may actually increase your tax liability. The IRS recently released this Tax Tip to help taxpayers determine whether gifts of money or property are subject to federal gift tax. As one example, generally speaking, gifts to another person are not […]

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With President-Elect Donald Trump preparing to enter the White House, and with Republican majorities in both houses of Congress, we can expect a robust discussion regarding changes to the Internal Revenue Code (a.k.a. taxes) in the year ahead. Many of the details being discussed would affect the tax benefits currently available for charitable giving. I’ve […]

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As much benefit as technology brings into the world (like this blog!), there is a darker side: con artists and thieves are getting increasingly skilled at bending the web, email and even the telephone to criminal ends.  Recognizing that many schemes involve criminals posing as the Internal Revenue Service, the IRS recently posted a series […]

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