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If a donor stipulates that a contribution be spent on a designated individual, no deduction ordinarily is allowed unless the church exercises full control over the donated funds. That is, the church has full authority to ensure those funds are spent per it's wishes for the furtherance of their mission or exempt purpose.

Fading away here...my biggest income clients are two elderly folks (one is 98) for whom I do major trust work. When they pass, my income will be about half the current amount. I stopped taking new business clients when my other CPA retired 2 years ago and, finally, I can pay 'retired' membership rates for Ohio Society and American Institute of CPA's due to decline in hours and having reached full retirement age. I really don't want to sell so will probably just have natural attrition. But I am now no longer concerned about losing ANY clients and am quite relieved about some who have left within the last couple of years.

I keep thinking I want to retire, but I keep putting it off for just one more tax season.

Karen, I KNOW how you feel - - but, since you have been doing this for 20 yrs - - RTRP exam will be a piece of cake! The last few years - -I DREAD the summer - - -just received yet another email from a client - -IRS wants proof that he was serving overseas - -apparently - -the W-2 code is insufficient???? It seems like we are doing MORE followup work than ever. Hang in there!!!!!

I am hoping next tax season is my last. I am gunning for a real job, first one in over 20 years. I am to take the RTRP exam 7/30/12 and I don't care if I pass or not. Just received my annual letter from HRB to buy my business and may take them up on it next year. HRB office is next door to me but never impacted my business. Lost some only to get them back. Just done.

Years ago the United Fund allowed you to specify which organization you wanted your donation to go to. However, they deducted those donations from that organization's share of the pot from the total contributions. So it was impossible for any organization to receive more than the predetermined share of what the United Fund collected. Designating an individual, however, would be designating a person, not a qualified organization.