Gifts of appreciated stock and mutual funds are not subject to the federal capital gains tax, and such gifts may be deductible at their full market value.  The first step in initiating a stock gift is to complete an Authorization to Transfer Assets form.  Please contact Eric Pitarresi at (858) 598-2243 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

IRA

The IRA Charitable Rollover was has been reinstated for 2011!  This benefits senior taxpayers who are required to make annual distributions from their IRAs which are then included in the taxpayers' income and subject to taxes.  

The IRA Charitable Rollover permits those taxpayers to donate up to $100,000 (annually) directly to eligible charitable organizations from their IRAs; these donations are not included in the taxpayers' income and, consequently, are not subject to taxes. The distributions must be made directly from the IRA trustee payable to the public charity, without going first to a donor advised fund, private foundation,  or personal account.

Voices for Children is an eligible charity!  Contact Anne Farrell at 858-598-2246 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it for more information or to initiate a donation from Voices for Children from your IRA.