Tax Advantages

Contact Us

Associate Dean for Alumni Relations and Development
Keith Koppmeier
216.368.6703
kxk865@case.edu

Senior Director, ​Development
Brigid Mercer
216.368.6324
blm90@case.edu

Director of Development
Nancy Hovan
216.368.6886
nxh305@case.edu

Assistant Director, Alumni Relations
Susan Garcia
216.368.1791
smg213@case.edu

Assistant Director of FPB Fund, Special Giving and Stewardship
Sara Schoonmaker
216.368.4416
ses288@case.edu

Executive Assistant and Office Manager
Margaret Casey
216.368.1869
mxc621@case.edu

 

Many Donations are Tax Deductible

The type of tax savings you receive will depend on the nature of the gift as well as other financial factors. It is best to consult with your attorney or accountant regarding your individual situation, however here are a few examples of the ways donors can save.

  • Standard income tax deduction equal to the value of the gift (depending on income level).
  • Avoidance of capital gains when gifting appreciated securities and other property.
  • Reduction or elimination of federal estate tax or estate processing costs.
  • Guaranteed income through certain types of charitable trusts.