CARES Act information

CARES ACT PROVIDES NEW PROVISIONS FOR CHARITABLE GIVING FOR 2020

We want to let you know about a few key provisions of the new CARES (Coronavirus Aid, Relief, and Economic Security) Act. This new law is designed to make it easier for you to help Classic 107.3, or any organization facing economic hardship, during the COVID-19 pandemic.

New Deduction Available: The new law allows all taxpayers to take a one-time charitable deduction of up to $300 in 2020, even if you do not itemize deductions. You might think that $300 is a small amount that would not make a difference. But what if all of our donors gave “just” $300? Such support would have a huge impact on those we serve. At this time, a donor-advised fund (DAF) does not qualify for this new deduction.

New Charitable Deduction Limits: For those who do itemize their deductions, the new law allows for cash contributions to Classic 107.3 to be deducted up to 100% of your adjusted gross income for the 2020 calendar year. This change suspends the 60-percent adjusted gross income limitations for individuals’ charitable contributions for 2020. At this time, the higher deduction does not apply to donations to a DAF.

Required Minimum Distributions Waived in 2020: The new law temporarily suspends the requirements for required minimum distributions (RMD) for the 2020 tax year. This probably comes as a relief to many of you who have had to withdraw a greater percentage of your retirement accounts. Many of our donors use their RMD to make a gift from their IRA. This change will dampen somewhat the incentive for a donor to make a qualified charitable distribution (QCD) from their IRA in 2020. Even so, making a QCD this year will still allow itemizers and non-itemizers alike to direct up to $100,000 from their IRA to charities in a tax-efficient manner.

For detailed questions on tax implications, please consult with a financial advisor. If you have other questions, please contact Linda Shedlofsky, Development Director, at 314-881-3523 or by email at lshedlofsky@classic1073.org.