|
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.
The Diva Fund is a lasting tribute to their cherished pet and a commitment to making a meaningful impact on the lives of animals in need. Allison and Roz have strategically used appreciated securities and qualified charitable distributions to grow their fund, a decision that has allowed them to maximize their contribution while minimizing tax liabilities. "Giving stocks is a good strategy for us regarding federal and state capital-gain tax on the appreciated portion of our gift," explains Allison. "It allows us, while we are living, to make a significant impact in an area that is very important to us."
But their commitment doesn't end with their current contributions. Allison and Roz have also made provisions in their estate plan for The Diva Fund, ensuring their legacy will continue to benefit animals long after they are gone. Roz reflects on this decision with a sense of gratitude and hope. "We've been very fortunate," she notes. "Hopefully, we can leave something behind. And what better way to leave it behind than in a fund to help animals. The need for animal shelters is perpetual, and The Diva Fund will continue to make a difference long into the future."
Their story is a powerful reminder of how personal passion and thoughtful planning can create enduring change, offering a legacy of compassion for generations to come. |
