The Community Foundation for Greater New Haven Planned Giving :: Nettie J Dayton Circle Newsletter

Allison Alkire and Roslyn (Roz) Rubinstein's Bernese Mountain Dog

The Diva Fund - Lasting Tribute to a Cherished Friend

Allison Alkire and Roslyn (Roz) Rubinstein have always found deep fulfillment in giving back and volunteering. Their love for animals, particularly their beloved Bernese Mountain Dog, inspired them to establish The Diva Fund, dedicated to supporting shelters for cats and dogs in the Greater New Haven community.

How to Benefit from the Full Value of Appreciated Stock Through Charitable Planning

Individuals who own appreciated assets such as stock must pay capital-gain tax on the gain when they dispose of it.

Giving Stock Is Tax-Wise

You receive a double benefit from contributing long-term appreciated stock: You receive an income-tax charitable deduction for your gift, and you avoid paying capital-gain tax on the paper gain.

Giving Appreciated Stock to Charity Can Include Income for You

With several arrangements you can transfer securities now and receive a stream of income for yourself and/or another beneficiary, either for life or a term of years.

Nettie J. Dayton Circle

In 1928 the very first fund at The Community Foundation was established by the bequest of Nettie J. Dayton.

Thumbnail of the guide, Giving Appreciated Assets: How to Get the Most Out of Them

Get Your Complimentary Guide: Giving Appreciated Assets: How to Get the Most Out of Them

Your guide includes examples and charts to explain the tax advantages of donating appreciated assets, including how you can:

Receive a charitable deduction for the fair-market value of most types of appreciated assets.
Avoid payment of potential capital-gain tax.
Increase spendable income.

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