Heard on the Web: Substantiating Charitable Gifts - Specimen Letter To Donor-Clients

Heard on the Web: Substantiating Charitable Gifts - Specimen Letter To Donor-Clients

News story posted in Compliance on 2 January 2012| comments
audience: National Publication | last updated: 2 January 2012
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Summary

Writing for Trusts & Estates, attorney Conrad Teitell tells advisors it is a good time to remind clients to substantiate their charitable contribution deductions prior to filing their 2011 income tax returns and provides a sample letter to help advisors do just that.

Full Text:

Now’s a good time to tell your clients how to substantiate their charitable gifts on their 2011 federal income tax returns—due by April 16, 2012.

Strict, detailed and overlapping substantiation requirements must be met for charitable deductions to be allowed. And generally there’s no second chance if deadlines are missed or requirements aren’t satisfied...[more]

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