Planned Giving

Recent Federal Changes Affecting Your Charitable Giving

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2020 has proven to be an eventful year as we have learned about a variety of new federal provisions that were recently signed into law. This page is dedicated to providing timely resources that will help our alumni and friends learn more about these federal provisions and how they might impact your charitable and financial planning. Please consult with your advisors for details about how this information might personally impact you, and contact us if we can help you with any future gift-planning opportunities.


The Coronavirus, Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. The CARES Act is an economic relief package created to provide emergency financial assistance and health care response for individuals, businesses, and institutions impacted by the COVID-19 pandemic.


New retirement legislation, known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019), will have a wide-reaching impact on retirement, charitable planning, and more. The bill was signed into law in December 2019, and most of the provisions went into effect in January 2020.


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