The Sharpe Group - Resources

KATRINA TAX RELIEF ACT INFORMATION

On September 23, 2005, President Bush signed the Katrina Emergency Tax Relief Act of 2005. Now known as KETRA, the bill contains a number of important provisions that will affect how much and what many donors will choose to give between now and the end of the year.

For analysis of the bill along with materials designed to motivate appropriate donors, click images below.

For the full text of the bill with relevant portions highlighted and the Joint Committee on Taxation explanation, click the following links:

Text of KETRA Legislation

Joint Committee Explanation

Other Year-End Gift Planning Resources Updated

Sharpe’s popular year-end giving brochures designed for use with a broader constituency of donors, many of whom may not be affected by KETRA, have been supplemented to give notice of KETRA’s relevant provisions. Click the links below to view or download these materials.

www.sharpenet.com/yearend/

Questions & Answers About Year-End Giving