Charitable Deduction Substantiation: Redux

“Redux”: Something “brought back.” (Merriam-Webster Dictionary) Back in February 2017, we posted “...a cautionary tale for everyone out there who wants to take a $65-million charitable deduction. Or a $250 deduction. Or whatever.” Follow the rules, we advised. “‘It is not exactly rocket science.’” There are hoops to jump through - not particularly complex or onerous ones - to substantiate a claimed deduction. Read More

Charitable Deductions of $250 or More: Know the Rules

This is a cautionary tale for everyone out there who wants to take a $65-million charitable deduction. Or a $250 deduction. Or whatever. It’s also a useful lesson for the 501(c)(3) organizations who want to keep their donors - large and small - happy, and coming back year after year. It’s that time of year when donors will want to have the proper documentation in hand for their 2016 tax returns. When there’s a Read More