Ullmann & Company, PC
Tips on Charity Travel

If you plan to donate your time to charity this year, below are tips to help you secure a charity-related travel deduction:
  • Clarify the charityís status to assure that it is a 501(c)(3) qualified charity.
  • To be deductible, your out-of-pocket travel expenses must be:
    • Unreimbursed,
    • Directly connected and due to the services you provided, and
    • Not your personal, living, or family expenses.
  • No deductions are allowed for carrying out nominal duties or no duties for significant parts of the trip. Your charity work has to be real and substantial throughout the trip.
  • No deductions are allowed for time or services you give to charity, including income lost while you serve as an unpaid volunteer for a qualified charity.
  • Expenses that you may be able to deduct include:
    • Air, rail and bus transportation,
    • Car expenses,
    • Lodging costs,
    • Cost of meals, and
    • Taxi or other transportation costs between the airport or station and your hotel.
  • Last but not least, you canít deduct your costs if a significant part of the trip involves personal recreation or vacation.

Source:  www.irs.gov


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Ullmann & Company, P.C.
4647 N. 32nd Street
Suite 220
Phoenix, AZ 85018
(602) 224-0166
e-mail: cpa@ullmanncpa.com