Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.
Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.
CARES Act
The CARES Act was signed into law on March 27, 2020 and includes provisions that affect individual giving.
Required Minimum Distribution
For the 2020 tax year, the required minimum distribution from individual retirement plans have been waived.
60% of Adjusted Gross Income limit suspended for 2020
For the 2020 tax year, individuals can deduct any cash contributions made to qualified charitable organizations, up to 100% of their adjusted gross income. Deductions for cash donations were previously limited to 60% of the taxpayers adjusted gross income.
New $300 deduction for qualified charitable donations
Individuals who take the standard deduction can claim an above-the-line tax deduction for cash donations to qualified charitable organizations, up to $300.
Deductions for gifts to regional response funds
Donations to regional response funds qualify for the additional deductions
Donor-advised funds not affected
Deduction limitations for charitable gifts to donor-advised funds, private non-operating foundations and supporting organizations were not changed under the CARES Act.
