FundSvcs Community

 View Only
  • 1.  Posting for our Planned Giving Colleague CRUT Question

    Posted 03-08-2024 03:04 PM

    Carroll University has a brief question about a CRUT:



    ------------------------------
    James Rychner
    Carroll University
    jrychner@carrollu.edu
    ------------------------------


  • 2.  RE: Posting for our Planned Giving Colleague CRUT Question

    Posted 03-08-2024 03:13 PM
    Acknowledge, but don't "receipt." 

    When the CRUT was established, the donors received the only tax deduction they were eligible for. What you are receiving is essentially what is leftover from what they "gave" back in 1996.

    While I have not seen a CRUT disolvment before, I guess there is a remote possibility that a CPA may discover a small additional new tax deduction-although I doubt it. Also, I'd ask that authority if the donors are due a new deduction on top of what they received. If that is the case, you would only generate the receipt for that new deduction.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987