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Posted March 7th, 2024


THE ROLE OF THE ACCOUNTANT

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An accountant is the advisor most likely to have detailed information on a
donor’s tax and cash-flow situation, and they are often the closest and most
trusted advisor for business owners. Therefore, an accountant may appreciate a
detailed proposal about a charitable gift.

What they do for your donor

Accountants work with clients to optimize their charitable contributions for tax
purposes. They provide advice on the tax implications of different donation
strategies, both asset and method.

Accountants are also called upon to educate clients about the benefits and
limitations of their charitable giving by explaining tax implications,
contribution limits and any changes in tax laws that may affect charitable
deductions. They then advise on structuring charitable gifts to maximize tax
benefits for their client. This may involve recommending a certain asset, such
as cash, securities or business interests, and a method, such as charitable
trusts, donor advised funds or gift annuities.

Accountants play a key role by maintaining accurate records of all charitable
contributions. This includes documenting the amount, date and recipient of each
donation. This is the donor’s responsibility (not the donee organization). This
record keeping is vital if a donor is facing an audit.

Accountants charge either an hourly fee or by the project. It is common to have
a flat fee for the preparation of an income tax return and an hourly fee for the
sale of a business interest, for example.

Regarding gift design bias

It’s important to know that the transfer of a client’s assets to charity will
not affect their compensation. This mitigates a concern about gift design bias
because an accountant’s compensation likely will not be affected by his client’s
charitable gift.

“The Role of the Accountant” is part two in the five-part blog series “Getting
To Know the Advisors” by Kristin Croone. Read part one here.

Kristin Croone, JD, is a senior consultant who assists her clients with estate
settlement as well as provides advice and develops strategies for successful
gift planning programs. Connect with Kristin at kristin.croone@sharpegroup.org
or via LinkedIn.

Sharpe’s annual “Federal Tax Pocket Guide” makes an ideal piece to share with
advisors in your area. Featuring updated tax and financial figures, these
comprehensive guides are ideal for your advisor network of attorneys, trust
officers, financial planners and accountants.

 



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   * Our Story
   * Wholistic Solution
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   * Consultants
   * Creative Team
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   * Contact Us
 * Products & ServicesExpand child menuExpand
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       * Gift Planning Newsletters
     * DigitalExpand child menuExpand
       * eNewsletters
   * Gift Planning Website
   * Data ServicesExpand child menuExpand
     * Comprehensive Data Services
     * Artificial Intelligence
   * Planned Giving Program Assessments
   * Charitable Giving Tax Service
   * Mobile Messaging
 * Seminars
 * EducationExpand child menuExpand
   * Training
   * Sharpe Blog
 * Sharpe InsightsExpand child menuExpand
   * Current Issue
   * Articles

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