theCharitable Advisor

July 2022

In this Issue:

  • An Interview with Allison B. Becker, CRPC®, APMA®
  • Golden Age For Gift Annuities
  • Real Estate Unitrusts and Life Estates
  • Accelerating Charitable Efforts EFFORTS (ACE) Act May Chill Donations
  • Update IRS Charitable Deduction Tables

Read the July 2022 issue

November 2021

In this Issue:

  • An Interview with Attorney Douglas K. O‘Connell, Esq.
  • 2021 Charitable Contribution Opportunities
  • Charitable Gifts of Real Esate
  • Bipartisan Conservation Act May Impact Charitable Deductions
  • Expanded Tax Benefits For 2021 Gifts

Read the November 2021 issue

October 2020

In this Issue:

  • An Interview with Attorney Michael F. Magistrali, esq.
  • Charitable Lead Trusts in a Low-Interest Rate Environment
  • Charitable Class and Disaster Relief
  • Protection From COVID-19 Scams
  • Final Regulations on SALT Charitable Workarounds

Read the October 2020 issue

February 2020

Audrey Blondin and Rose Blondin Shea stand in their office

In this Issue:

  • An Interview with Audrey Blondin and Rose Blondin Shea
  • IRS Appraiser Qualifications
  • New Decade Nonprofit Trends
  • Benefits of Bunching Charitable Gifts​
  • Exempt Organizations 2020 Agenda

Read the February 2020 issue

October 2019

Michael D. Lynch, Esq. sits in his office in front of shelves of law books.

In this Issue:

  • An Interview with Michael Lynch
  • Case Study: The Values-Based Charitable Remainder Trust
  • How Charities May Collect IRA Beneficiary Designations
  • Nonprofit Council Seeks Disaster Relief Tax Provisions
  • Senators Thune and Casey Support CHARITY Act

Read the October 2019 issue

June 2019​

Michael D. Rybak, Esq. and Michael D. Ryback, Jr. Esq. stand outside in front of their office building.

In this Issue:

  • An Interview with Michael D. Rybak and Michael D. Rybak, Jr.
  • Investor or Dealer? —Gifts of Real Estate and Donor Classification
  • Charitable Gifts of Commercial Annuities and Savings Bonds
  • TCJA and Charitable Remainder Trusts
  • Representative Opposes SALT Charitable Deduction Limit

Read the June 2019 issue

January 2019

Donna D. Vincenti, Esq. sits in a chair.

In this Issue:

  • An Interview with Donna Vincenti
  • Crowdfunding—Advising Clients
  • IRS Tax Treatment of Cryptocurrency
  • Charitable Gifts of Intellectual Property Assets
  • Developments with Donor-Advised Funds

Read the January 2019 issue

Contact your Community Foundation staff at: (860) 626-1245 to discuss your charitable giving options and goals.