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Promoting and protecting nonprofit advocacy for a stronger democracy

Charitable Giving:          News     Background     Analysis     Correspondence     Gov Docs    


Published: 06/11/2001

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Charitable Giving Legislation

OMB Watch has prepared a chart comparing the many tax bills introduced to help charities.

107th Congress: Proposed Legislation on Charitable Giving
Bill Number Sponsor Non-itemizer Deduction IRA Rollover Carry Over Capital Gains Property Increase Deduction Limits Expand Deduction for Food Donation of Land or Easements Art, Medical, Education Other Issues
S 35 Title VI Gramm Phased in, no floor. Deduct up to amount of standard deduction At 59 1/2     Increase corporate ceiling from 10% of income to 15%       Tax Cuts
S. 793 and S. 780 Inhofe Up to Standard Deduction No Age Limit Extend Carryover Period Repeal Limit on donations, deduct FMV         Repeal excise tax on foundations
HR 804 Stearns                 Repeal excise tax on foundations
S. 592 Lieberman, Santorum 50% deduction for amounts over $500, increasing by 10% per year until 100% of amount of $500 At 59 1/2       Any taxpayer can deduct FMV     Creates savings incentives for low income households
HR 774, 777, 776 Crane Deduct up to amount of standard deduction At 59 1/2     Eliminate phase down in deduction for wealthy individuals and couples        
HR 824 Dunn Deduct up to amount of standard deduction At 59 1/2     Eliminate phase down in deduction for wealthy individuals and couples       Can give contributions until April 15 for previous year tax benefits
HR 7 Watts, Hall Deduct up to amount of standard deduction At 59 1/2     No liability for injury caused by donated equipment or machines Any taxpayer can deduct FMV     Savings incentives for low income households

Extends charitable choice
S. 205 Hutchinson   At 59 1/2              
S. 298 McConnell Deduction limited to up to $500 for individual, $1000 for couple                
HR 494 Burton Nonitemizer credit up to $200 in lieu                
HR 673 Kolbe Deduct up to amount of standard deduction               Targeted tax federal credit with no offset
FY 2001 Clinton, President Bill         Donation of appreciated assets increased to 50% AGI       Foundations excise tax reductions
S 37 Lugar           Any taxpayer can deduct FMV      
HR 1659 A Houghton           Any taxpayer can deduct FMV      
S. 312, HR 990 Grassley, Hall           Allow 50% FMV deduction for food inventory      
HR 744, S. 393 Dunn, Frist               10 year carryover for medical research donations  
HR 136 Johnson             Repeals limits on donations of captial gains property and carryover for conservation donations    
S. 701 Baucus             Unlimited carryover for conservation donations, capital gain property donation by farmer not to exceed 100% contribution   Expands estate tax exclusion for land subject to conservation easement
HR 110 Hefley             Unlimited carryover for conservation donations, capital gain property donation by farmer not to exceed 100% contribution   Expands estate tax exclusion for land subject to conservation easement
S. 929, HR 2019 Tim Hutchinson, Asa Hutchinson                 Allow workplace posting of charitable solicitations
HR 1598 Houghton               Allow FMV deduction for art, lit, music, scholarly works up to AGI  
HR 1836 Tax Bill               Allow FMV deduction for art, music, etc. created within 18 mos. Up to artistic AGI  
S. 638 Domenici               Art and collectible donations get same capital gain rate as donation of other long term assets  
S. 694 Leahy               FMV deduction for art, music, etc up to artistic AGI  
HR 1050 Andrews               Credit for donations of radio license to nonprofit that uses profits for art activity  
HR 1681 Hoekstra               Education tax credit $500 ind., $1000 joint, $100K corp. for donation to schools K-12  
HR 370 Paul               $3K credit for tuition scholarship K-12, $3 credit for materials donation  
S. 462 Kyl               Credit $250, ind., $500 joint for donation to K-12  
HR 1029 Shadegg               Credit $250, ind., $500 joint for donation to K-12  

KEY: FMV = fair market value

AGI = adjusted gross income


Prepared by OMB Watch, April 2, 2001; Updated 6/20/01