Make a Difference for Generations to Come

Make a Difference for Generations to Come

Ways You Can Give to Make a Difference

Planned Giving

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.

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Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.

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Charitable Gift Annuities

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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Gift Options

SeniorServ Volunteer

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

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Wednesday February 19, 2020

Washington News

Washington Hotline

IRS Provides a Tax Preparation Tip

In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns.

Under federal law, a tax preparer must have an IRS Preparer Tax Identification Number (PTIN). A paid preparer must sign each return and include his or her PTIN.

If a tax preparer is not willing to sign the return, consumers should be on guard. This is particularly a risk if the tax preparer promises a large refund or if a preparation fee is based on the size of the refund.

Your ghost preparer may also have one or more of the following red flags.
  • Requires payment in cash
  • Pads income to qualify for tax credits
  • Fakes deductions to increase refund
  • Sends refunds to the preparer's bank account
Information on selecting a tax preparer is available on IRS.gov. The IRS provides a Choosing a Tax Professional page, which explains how to review your preparer's credentials. There also is a Directory of Federal Tax Return Preparers.

Every taxpayer should review their Form 1040 before it is filed. Your tax preparer should be willing to answer any questions that you may have. Because most tax returns and refunds are handled through electronic methods, double check the return for your correct bank account and bank routing numbers.

Editor's Note: If you believe your tax preparer is not following proper rules, the IRS offers Form 14157, Complaint: Tax Return Preparer. If a tax preparer files your return without your knowledge or consent, file Form 14157A, Tax Return Preparer Fraud or Misconduct Affidavit.

Published January 24, 2020
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