• CARES Act and Other Opportunities

  • A charitable gift could bring a lifetime of benefits

    • You may enjoy a wide variety of tax savings and other benefits
    • You will have the satisfaction of helping UM fulfill its mission
    • You will leave a legacy at UM for generations to come
  • Charitable Gift Annuity

    By donating cash or stock, you can receive a fixed payment from UM for the rest of your lifetime and benefit the U.
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  • Gifts of Real Estate

    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the University of Miami.
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  • IRA Gifts

    If you are 70½ or older you may be interested in a planned gift that reduces the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support UM while benefiting yourself. Or at any age, designating UM as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.
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  • Bequests

    By designating the University of Miami as a beneficiary in your will, trust or beneficiary designation form, you’re ensuring the future of the University.
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For Advisors

Tuesday September 22, 2020

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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8.8 Million Unclaimed Stimulus Payments
Washington News
On September 17, 2020, the IRS published IR–2020–214 and explained the state–by–state breakdown of approximately 8.8 million people who have not yet received an Economic Impact Payment. The IRS is mailing letters in English and Spanish to all of these individuals. It urges recipients to go to IRS.gov before October 15, 2020 and use the "Non–Filers: Enter Payment Info Here" tool to register for an Economic Impact Payment. IRS Commissioner Chuck Rettig stated, "The IRS continues to work hard to reach people eligible for these payments. These mailings are the latest step by the IRS to reach as many people as possible for these important payments. We are releasing this...
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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Private Letter Ruling
Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year to a charitable organization and the remainder interest will benefit descendants of Decedent....
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Article of the Month
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class." In the wake of natural and man-made...
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