Avoiding Capital Gains Tax Did you know that if you donate stocks or mutual funds instead of cash you can avoid capital gains tax? Here is how. Instead of selling your investment and donating the cash, donate the investment directly. Whatever amount you were planning to donate, do it in stock or mutual funds. This …
Timing is Everything! Once again CASA of Madison County will be teaming up with Home Instead Charities for their GIVE65 fundraising event to benefit our “aging in place” programs. This is a 65-hour, online giving competition in a race to get the most dollars and earn matching dollars and financial awards. The timing of your …
By: Jacqueline Horton, PhD, Safety Net Health Services Care Manager Ms. B. is a 78-yr. old CASA client who lives alone with two cats. She called and requested a wheelchair ramp for the front entrance of her home. My conversation with her on the phone was very pleasant. During the phone visit, she told me …
