Prepare for the End of the Year

Tips to Help You Maximize Your Giving

Generosity knows no season, but October through December are historically the months that Americans are most likely to give to their favorite charitable organizations. These months mark the traditional season of giving and receiving as well as the time that many of us begin income tax planning.

Following are some tips to help you maximize your giving before the year ends.

Gather your receipts. Documentation of your giving is important to have if you plan to itemize on your taxes. Before the year comes to a close, make sure you have records of all your giving for the year. Missing something? Contact the organization to request a new copy or for assistance.

Find the best gift for you. Once you’ve reviewed what you’ve already given this year, you may be ready to make some final gifts and gift commitments for 2019. Be sure to contact your attorney or financial advisor for help finding the giving option that will help you reach your giving and financial goals.

Be aware of due dates. To make sure your gifts qualify for 2019, you’ll need to ensure they are received before their due date. Contact Susan Sigman for popular gift dates or to learn what it will take to make your gift to ISE/SAS count this year.

Make the Most of Your Giving

Contact Susan Sigman at ssigman@isevoyages.org or 970-492-4557 if you have any questions about ways you can make a gift before the year ends. Thank you for all you do for Institute for Shipboard Education!

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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