The Donation
In review, we have completed The Move and our senior(s) are in their new home and hopefully
enjoying their new adventure. Secondly, The Family has sorted through the
remaining items at the original home and we have shipped to the appropriate
locations. Thirdly, The Sell was successful basis an on-line auction, estate sale or
dealer purchases. We have gone from a
large amount of “stuff” to a much reduced and more manageable quantity of items
for further liquidation.
The fourth step, The
Donation, seems easy enough, right?
But, like each step, the process can be comprehensive and involve significant
work. We now target the items that did
not sell or were excluded from the sale.
These remaining household goods range from furniture, cookware to
trinkets. All items (excluding
furniture) should be boxed and taped close to assist the charity in an orderly
move of the donations. Fragile items
like glassware and china should be wrapped in paper or bubble wrap. It defeats the purpose of your gift to arrive
broken. Use your discretion on all other
items. Most of these items should make
the trip unwrapped and in a good corrugated box.
Once packed the boxes and furniture need to be on the street
level of the home. In other words, most
charitable movers will not go up or down stairs. Additionally, “some” charities will only pick
up donations from the garage in order to avoid damage or liability to the home. They also require a specific list of items
and in most cases, will not take incremental donations because they have staged
pick-ups based on the available cube in the truck. Lastly, they will require appointments and
usually provide only a 2-3 hour window the day of pick-up. In summary, the charity has many rules and
requires a lot of coordination.
There are many charities that are item specific and we like
to contribute to those charities also. For example, The Lions Club has Recycle
for Sight Program to recycle eye glasses. St. Louis HELP collects and provides
free home medical equipment to anyone in need. Animal shelters always gladly
accept blankets of any kind.
Generally, the charitable organization will provide a tax
deduction form that may or may not have the specific donations. It is the responsibility of the individual
receiving the deduction to itemize and assign estimated value for the entire
gift. It is recommended that this
paperwork be shared with your tax professional for review before processing
your return. A tax donation is not always important to seniors, especially if they
don’t itemize their taxes.
The Donation is
now complete and we will review The
Disposal during the next blog. The
clean-out of the home may appear simple.
But again, if the homeowner is conscientious about recycling, hazardous
waste, and leaving the home for proper showing or occupancy, The Disposal requires significant
focus.
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