Tax Advantages

Contact Us

Associate Dean
Alumni Relations and Development

Megan Juby
216.368.6531
mxj231@case.edu

Senior Director, ​Development
Annual and Special Gifts
 
Brigid Mercer
216.368.6324
blm90@case.edu

Assistant Director
Special Events and Stewardship

Lauren Maziarz
216.368.6886
lmm148@case.edu

Assistant Director
Alumni Relations

Maria Sharron
216.368.4416
mcs25@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.