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Monthly Archives

December 2014

IRA Charitable Rollover – what you need to know

By Steier Tips
The IRA Charitable Rollover, a popular charitable giving tool for donors age 70½ and older, is available from now until the end of the year. On December 16, Congress passed legislation that included the IRA Charitable Rollover and the president is expected to sign it soon. However, this opportunity is only available through December 31, 2014. Donors age 70½ and older may transfer up to $100,000 from their IRA to a qualified public charity. The transfer is free of federal income tax and the gift qualifies for the donor’s 2014 required minimum distribution (RMD). Unfortunately, time is short to take…
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Take note to write a letter relevant to your donors

By Steier Tips
In the age of constant contact and instant messaging, the art of letter writing can seem quite lost. At one time, writing a letter was the next best thing to a personal visit, as paper passed from the hands of the writer into the hands of the receiver. In efforts to increase delivery speed and reduce consumption, letters are delivered now via multiple channels. Whether in paper or electronic form, letters remain an essential component of business communication. Here at the Steier Group, we rely on letters to introduce, confirm and thank. Letters continue to be a feature of web…
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