Year-end Tax Strategies


Nearly one out of every eight charitable gifts is made in the last three days of December.

Gifts to charity follow a predictable pattern, and end-of-year tax considerations play a major part in how many of our donors make their own charitable donations. As we get ready for the calendar to roll over to the new year, we're ready to help you make your giving as easy and as powerful as possible.

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With so much uncertainty about the potential impact of recent tax legislation, sometimes the simplest year-end financial planning makes the most sense: give now and be sure that your gift will count for this tax year. Online gifts must be made before 11:59 PM on December 31st in your time zone to count for 2017, and checks must be dated on or before the 31st.


CASE, the Council for Advancement and Support of Education, has released a summary statement of the Tax Cut and Jobs Act and its potential impact on educational institutions and giving.  For more information visit the CASE website: >>  


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Qualified Retirement Plans >>
Alumni who have reached 70½ years of age can save on taxes by directing a charitable rollover from their IRA to Widener University.  Because these gifts are rollovers, instead of distributions, this strategy provides a powerful way to make a gift from distributions that would otherwise count as taxable income.  Contact your plan administrator to help make this gift.


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Widener is a full-service university with thousands of students, so donors have the opportunity to suppport financial aid, academic programs, athletics, international experiences, and more.  Take a look at a partial list of funds that donors have supported just in the last two years to find an area that's important to you.


If you have further questions, please reach out to any member of the Development and Alumni Engagement Staff >>.  During the week of December 25th, please contact Brian Lewis, Director of Annual Giving, by email at or by phone at 610-499-4113.