Tax Advantages

CONTACT US

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

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

Nancy Hovan
Director, Development
216.368.6886
nxh305@case.edu

Susan Garcia
Assistant Director, Alumni Relations
216.368.1791
smg213@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.