Word: funding
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Dates: during 1990-1999
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Consider charitable donations of assets that have greatly appreciated. You can take a full deduction for the market value of the asset, yet skip the capital-gains tax. If you aren't sure which charity you want to favor and you're giving cash, consider establishing a gift fund to reduce your estate. You can choose where to send the money next year. A number of mutual-fund companies have such funds, though they give you less freedom in choosing where to ultimately direct the money...
...make sense if your losers are still worth holding. If you do sell and generate the tax loss, you can't hold onto that loss if you repurchase the stock within 30 days. So buy another stock in the same industry. "This is especially simple in the mutual-fund world," observes Tom Ochsenschlager, tax partner at Grant Thornton. Sell a losing fund, realize the loss for tax reasons, and immediately buy another fund just like...
...When [Dean of the Faculty] Jeremy R. Knowles proposed the campaign, he had a line item in it about the international internship program," says Paul M. Weissman '52. "My wife and I saw this and said, this is what we want to fund, and we jumped...
...work-abroad opportunities expand at Harvard, they seem unlikely to come from within the Weissman program. Paul Weissman says he will soon have completely endowed the program according to its original specifications. After that, he says it is up to the Harvard endowment to increase the fund...
...addition, the staff overlooks the fact that the ability to withhold funds from groups or organizations is itself a powerful form of expression. An optional term bill fee would allow students to voice their disapproval of groups which they found offensive by choosing not to fund them. To deny them this opportunity is to deny them a powerful avenue of dissent...