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Luke Savvas. Through this Publication 4303 the nternal Revenue Service IRS and state charity officials pro vide general guide lines for individuals who donate their cars A companion brochure Publication 4302 A Charitys Guide to Car onations provides guidelines Charity Branch Name Contact Name Position Address Russell James, J.D., Ph.D., CFP®. Associate Professor. Director . of Graduate Studies . . . in . Charitable Planning. Texas Tech University. Charitable Deduction. Ordinary Income. Tax Free Return of Investment. CRT. Charity. Initial Transfer. Anything Left at Death. Payments During Life. Charitable Remainder Trusts. Dr. Russell James. Texas Tech University. Donor. CRT. Charity. Initial Transfer. Anything Left at Death. CLT. Charity. Initial Transfer. Anything . Left Over. Payments for Life/Years. Charitable Lead Trusts. Donor’s heirs. Dr. Russell James. Texas . Tech University. Donor. CLT . (Non-Grantor). Charity. Overview and Magnitude. Russell James, J.D., Ph.D., CFP®. Director of Graduate Studies in Charitable Planning Texas Tech University. Planned giving: Any charitable giving other than a simple, immediate gift of money to charity. Often involves tax and legal planning.. and. Elements. . of a. Charitable Gift . Dr. Russell James. . Texas Tech University. Completed Gift. Delivers money or property. To a charity or agent of the charity. Donor. Promises to deliver money or property in the future. 5 November 2015. Gift Aid . and VAT - what should you know to maximise your income?. Gift Aid basics. Fundraising events. Challenge events. Corporate support. Membership. HMRC audits. Agenda. 2. Gift Aid – two types. Presented by:. Andrea Knorr, CPA, CGA. Andrea Knorr. My name is Andrea Knorr, and I’ve been a CGA since 1997. I have worked in public practice for W. Bruce and Associates since . 1994. . I am . now a . ;. or,. What You Don’t Know May Hurt You. 1. John Taylor. Principal. John H. Taylor Consulting, LLC. 919.816.5903. jhtaylorconsulting@gmail.com. Skype: . JHTaylorConsulting. www.johnhtaylorconsulting.com. Charitable Gift . Annuities. LIFE . INSURANCE. CHARITABLE TRUSTS. Suzanne Zolfo, . cspg. 2013 Western Regional. Planned Giving Conference. Party at 6:00 if you stay awake!. Very common . irrevocable planned gift. Vehicle DonationTYPES OF VEHICLE DONATION PROGRAMS AND THEIR IMPACT ON TAX-EXEMPT STATUS 1 A Charity146s Vehicl Donatiharities described in section 501c3 of the Internal Revenue Code need funds to AX-EXEMPT STATUS A charity must be organizedand operated exclusively for one or more exempt purposesdescribed in section 501c3 If a charity operates a cardonation program in a manner that confers imp Know your donor - key questionsThese questions are not intended to be asked in respect of each donor. However, trustees may need to consider them depending on the risk, including the size and nature o