Recent posts tagged ‘charitable giving’

Where do charitable donations fit in your budget?

By on November 19, 2010 8:29 am

The economic slump we’re crawling out of has done big damage all over the place: to employment, home values, businesses, and, of course, investment portfolios.

Put charities on the casualty list, too. Charitable organizations have been hit in multiple ways. Demand for charities’ services has risen because of the tougher economic times. Charities’ investment portfolios and endowments have been hammered. And charitable giving has fallen because so many individuals have suffered declining incomes and assets. Boston College’s Center on Wealth and Philanthropy estimates that charitable giving by individuals in 2009 was $217.3 billion, down more than $25 billion from 2 years earlier.

In our household, we know how lucky we’ve been. We didn’t lose our jobs, and our investments have mostly recovered from the markets’ downturn. Knowing the pressures on charities—my wife worked in the nonprofit sector for much of her career—we’ve been discussing how to make sure our own contributions of dollars and time do the most good.

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What you can learn from your tax return

By on April 15, 2010 2:37 pm

Another tax filing season has come to an end. You might have used an online service like TurboTax, enlisted the aid of a tax professional, or, as some of us still do, used paper and pencil and good old-fashioned arithmetic.

So, where is your 2009 tax information right now? Has it made its way to the basement to reside with returns from previous years? Did you store it on a secure data server? While keeping your old tax records organized is admirable, learning from them is even better. That’s why I encourage you to take another look at your 2009 return to see what might be gleaned from it—and maybe start making decisions that could benefit you in 2010.

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