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Tax-Smart Giving

Woman working

Required Minimum Distributions (RMDs): What’s actually required?

Jun 02, 2023

Still working? You may not be required to take your Required Minimum Distribution (RMD).

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Thinking twice about your RMD? You’ve got 60 days to make it right.

May 02, 2023

A qualified charitable distribution (QCD) from your IRA allows you to meet your RMD requirements without adding to your taxable income.

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There is BIG news in tax-smart charitable giving!

Jan 10, 2023

Learn how the Secure Act 2.0 significantly expands the impact of your qualified charitable distributions.

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Feel Appreciated by Your Assets

Dec 06, 2022

As you think about your year-end charitable giving, consider this: giving stock is better than giving cash.

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Tax preparation

There’s Still Time to Save on Your 2022 Taxes

Nov 01, 2022

Are you tired of living at the mercy of a fluctuating stock market?

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Something To Take Stock In

Oct 03, 2022

Are you tired of living at the mercy of a fluctuating stock market?

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Julie Karavan

Office of Gift Planning Welcomes Julie Karavan

Aug 03, 2022

Gift Planning's newest member is looking forward to working with colleagues and donors to identify the smartest, most tax efficient avenues for supporting continued innovation at Drexel.

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Tax preparer

Beware of ‘Ghost’ Tax Preparers This Tax Season

Mar 07, 2022

Ghost tax preparers are virtually invisible and untraceable, which could potentially cause serious problems for taxpayers, who are ultimately held responsible.

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Man by the water

Donating Retirement Assets to Charity Can Minimize Tax Exposure

Feb 01, 2022

Retirement assets are ideal for charitable bequests because they can be among the most highly taxed assets in your estate.

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Smart Approaches for Year-End Charitable Giving

Nov 09, 2021

If you tend to simply write checks at the end of the year, there may be a more financially efficient way for you to support the charities you really care about.

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Bumbershoots aloft

Life Insurance Can Be a Smart Tool for Estate Planning and Charitable Giving

Sep 01, 2021

Life insurance can offer more benefits than you might realize, both for estate planning and charitable giving.

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Simplify Your Year-End Charitable Giving with a Donor Advised Fund

Jun 13, 2021

Have you ever thought that a donor advised fund (DAF) is something that only “other people” can take advantage of? If any of the following statements ring true for you, then it’s time to reconsider.

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Consolidated Appropriations Act 2021 (CAA) and Your Charitable Giving

Feb 03, 2021

The Consolidated Appropriations Act 2021 (CAA) replaces the expired CARES Act, which was passed in March 2020 to address economic hardship during the coronavirus pandemic. Learn how it impacts your charitable giving.

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Boost Your Tax Savings by Bunching Deductions

Nov 30, 2020

Changes to the tax code two years ago sparked a new trend in charitable giving: “bunching” your donations.

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10 Ways That Tax Law Changes Could Affect Your 2020 Tax Return

Nov 30, 2020

Between the far-reaching personal and financial effects of the COVID-19 pandemic (and the economic stimulus packages developed to provide some relief), the sensationalism of election year politics and the significant changes made to tax laws within the past 12 months, 2020 has been a roller coaster of a year, to say the least. And, as we approach the end of this year, American taxpayers could be affected in a number of ways.

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P.O. Box 8215
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