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Posted by: Jennifer Becker Harris · Sep 20, 2022

As foundations near their year‐end, it is time for them to consider how today’s financial actions affect year‐end tax strategies. Below are some of the items to consider before year‐end:

Required Distributions of Income

Private non-operating foundations must annually distribute 5% of the value of their average non-charitable use assets each year.

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Posted by: Jennifer Becker Harris · Sep 14, 2022

As organizations near their year‐end, it is time for them to consider how today’s financial actions affect year‐end reporting. Below are some of the items and reminders to consider before year‐end:

Donor Acknowledgement Letters

Please remember to send a contemporaneous written donor acknowledgment letter to all donors who contributed to the organization during the tax year.

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Posted by: Jennifer Becker Harris · Jan 4, 2022

We hope this letter finds you healthy and safe during this unprecedented time. As your foundation continues to operate, consider how today’s financial actions can impact the foundation’s year-end financial strategies.

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