Date of Gift and Substantiation Rules – Q&A Webinar (FREE)

The IRS’s rules for establishing the date of a gift can be complicated. There’s the mailbox rule, of course, but what if your donor is not mailing a check by U.S. mail? The rules can get arcane quickly. And getting the date of gift right can be important for valuing the gift, and especially at year-end when a difference of a day or two could affect which year the donor can take their deduction. It’s also critical that donors substantiate their gift properly so they can take that deduction at all. In this free Q&A webinar, PG Calc consultants Jeff Lydenberg and Edie Matulka will spend a few minutes reviewing common date-of-gift situations and substantiation requirements, then spend the bulk of the hour answering all your questions about dates of gift and the IRS’s gift substantiation requirements.