10 Trade-Offs That Donors Face That Make Philanthropy Tough But Rewarding

Melissa A. Berman at the Chronicle of Philanthropy writes: Philanthropists often say that giving away money is tougher than any other job they have had. What makes philanthropy particularly demanding are the tensions and trade-offs donors constantly struggle with to achieve thoughtful, effective giving. As F. Scott Fitzgerald aptly said, “The test of a first-rate…

What You Need to Know About Charitable IRA Rollovers in 2014

President Barack Obama has signed House Resolution 5771 into law. Among the other provisions in this bill, the IRS benefit for charitable Individual Retirement Accounts (IRAs) rollover has been extended through Dec. 31, 2014. What does this mean for you? With the charitable IRA rollover, people aged 70½ and older are able to transfer up to $100,000 of…

Amy O'Connor Anthony Capobianco Community Foundation

Give More – Tax Free- From Your IRA Before December 31!

This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for the Greater Capital Region through the Professional Advisors Steering Committee.  Take advantage of the recent tax legislation which extends a giving opportunity – Qualified Charitable Distributions…

Amy O'Connor Anthony Capobianco Community Foundation

Gifts of Appreciated Stock

This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for the Greater Capital Region through the Professional Advisors Steering Committee.  It has been a very good year for stock investors. Most of the major stock…