By guiding philanthropic families, members of the Legal, Wealth & Tax Advisory Network play a pivotal role in strengthening the power of New Jersey’s charitable organizations. The Community Foundation works one-on-one with the below legal, wealth, and tax advisors to connect charitable clients with giving options that instill change in their communities and enduring values in their families.

Members Recent Content
  • Farah N. Ansari
    Schenck, Price, Smith & King LLP
  • Bernard S. Berkowitz, Esq.
    Berkowitz, Lichtstein, Kuritsky, Giasullo and Gross, LLC
  • Robert D. Borteck
    Robert D. Borteck, P. C.
  • Melissa Bracuti
    Graham Curtin
  • Jane L. Brody, Esq.
    Sherman Wells Sylvester & Stamelman LLP
  • Assunta Buonincontri
    Glenmede Trust Co.
  • Megan E. Cannella, Esq.
    Drinker Biddle & Reath LLP
  • Kristen A. Curatolo, Esq.
    Kirkland & Ellis, LLP
  • Andrew J. DeMaio, Esq.
    Neff Aguilar, LLC
  • Thomas Southworth Diemar, CFP
    Brown Brothers Harriman
  • Matthew DiQuollo, CFP
    Mariner Wealth Advisors
  • Robert DiQuollo, CPA, PFS
    Mariner Wealth Advisors
  • Lance T. Eisenberg, Esq.
    Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross
  • Susan L. Goldring, Esq.
    Zager and Fuchs. P.C.
  • Meredith L. Grocott
    Schenck, Price, Smith & King LLP
  • Robert B. Haines, Esq.
    Purcell, Mulcahy, Hawkins, Flanagan & Lawless, LLC
  • Dennis R. Hall, CRPC
    Factor Hall Group, Merrill Lynch, Pierce, Fenner & Smith Inc.
  • Mr. Matthew Jacobs
    KRA Insurance Agency
  • Brian Kazanchy
    Regent Atlantic Capital, LLC
  • Benedict M. Kohl, Esq.
    Lowenstein Sandler LLP
  • Kenneth J. Lackey, Esq.
    Neff Aguilar, LLC
  • Lynn Halpern Lederman
    Bessemer Trust Company, N.A.
  • Benjamin L. Lindeman, Esq.
    Avelino & Hartlaub, LLP
  • David A. Ludgin, Esq.
    Cummings & Lockwood, LLC
  • Michael S. Maglio 
    Charter Advisory Group
  • Drew Maldonado
    BNY Mellon Wealth Management
  • Gabor A. Nagy, CFP®, CAP®
    Mendham Wealth Partners, LLC
  • Jason Navarino, Riker, Danzig, Scherer, Hyland, Perretti, LLP
  • Robert C. Neff, Esq.
    Neff Aguilar, LLC
  • John Richard Nelson, Jr.
    Merrill Lynch
  • Basil F. O’Connor, Esq.
    Schenck, Price, Smith & King, LLP
  • Jonathan A. Panik
    JPMorgan Chase Bank, N.A.
  • Christopher Parillo
    U.S. Trust, Bank of America Private Wealth Management
  • Thomas C. Phelan, Esq.
    Phelan, Frantz & Ohlig, LLC
  • David H. Posner, Esq.
    Posner & Kramer, LLP
  • Lisa S. Presser, Esq.
    Drinker Biddle & Reath LLP
  • Adam G. Psichos
    Glenmede Trust Co.
  • Paul I. Rosenberg, Esq
    Bressler, Armery, & Ross
  • Norman R. Sanyour
    Capital Group Private Client Services
  • Frederick K. Schoenbrodt II, Esq.
    Bressler, Amery & Ross
  • Kent L. Schwarz
    Becker LLC
  • Sandra Sherman, Esq.
    Sherman Wells Sylvester & Stamelman, LLP
  • Ashley Steinhart
    Lowenstein Sandler LLP
  • John Tonzola
    J.P. Morgan Securities LLC
  • Rebecca Varghese
    Bressler, Amery & Ross
  • Gary E. Walker
    Peapack-Gladstone Bank

Seven questions to ask your client before creating a scholarship fund

May 2018 Faith Krueger, Director of Scholarship Services, CFNJ

For many New Jerseyans, creating a scholarship fund is an effective way to establish a philanthropic legacy and provide meaningful support to students, customized to reflect the donors’ interests, fields of study and institutions they care about most. As with any philanthropic venture, though, there is important guidance on what works best. For every well-designed scholarship program, there is another, well-intentioned scholarship that fails to deliver the desired impact.
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Opinion: Charitable deduction would help New Jersey nonprofits

March 2018 Hans Dekker, President, CFNJ

While a state income tax deduction for charitable giving has long been a good idea for New Jersey, last year’s changes in federal tax laws make it all the more urgent. The timing is also right, given trends within New Jersey. Whereas our state has a long and rich history of philanthropic giving, new data shows New Jersey falling to last place among wealthy states for giving.
It is, therefore, heartening to see Sen. Tom Kean re-introduce legislation this month creating a state charitable deduction, as many states already have. Legislators from both parties should consider this proposal, which would provide a needed boost to New Jersey’s charitable sector, the nonprofit organizations that make our state a better place, and the countless New Jerseyans who rely on their services.

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Why you may want to make charitable contributions for 2017 sooner rather than later

May 2017 Greg Singer, Sr. VP, Client Solutions & Norman Sanyour, Sr. VP, Investment Counselor; Capital Group Private Client Services

Charitable donations and gifts to donor advised funds rose substantially in 2016, due in part to anticipated tax changes this year. And while the failure of Republicans to come together on a health care plan has raised questions about the future of tax reform, it’s still likely some legislation will pass this year, in part because Republicans have a vested interest in achieving legislative victories before the 2018 midterm elections.

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New ways to fund a Charitable Remainder Trust

March 2017 Drew Maldonado, Senior Wealth Director, BNY Mellon Private Bank

As interest rates begin to rise in response to a change in fiscal policy, the traditional funding sources for a Charitable Remainder Trust might be too limited. For clients with a sizeable Municipal Bond portfolio, funding a CRUT with a portion of intermediate term bond portfolio could help protect against potential principal erosion and replace lower yielding bonds with higher yielding income stream.  Please click the link below to better understand why this will be an important issue for investors over the next 3-5 years.

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What if you could have more money for your retirement and your heirs by giving money to charity?

January 4, 2017 Gabor A. Nagy

Conventional wisdom suggests that planning for your retirement and leaving wealth to your heirs or giving to the causes that are near and dear to your heart is an either-or proposition. If I want to have more retirement income, then I have to give less to charity and vice versa. But it doesn’t have to be that way.

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How to give to charity in the most tax-effective way

February 16, 2016 Michelle J. Black, CIMA®, CPWA®, Capital Group

You want to accomplish as much as possible when you donate to charity. Beyond contributing to worthy causes, that means allocating your resources as tax-efficiently as possible. Fortunately, a number of income and estate-tax planning strategies can help achieve this.

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10 Reasons You Should Consider Donor Advised Funds

July 21, 2015 Brian Kazanchy, RegentAtlantic

As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients…

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What was Mark Zuckerberg Thinking?

January 3, 2013 Fred Schoenbrodt, Drinker Biddle & Reath

Mark Zuckerberg’s recent contribution to the Silicon Valley Community Foundation had some people wondering why he chose to make the gift to a community foundation instead of a private foundation.  Why didn’t he just establish the Mark…

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What are the considerations of an IRA rollover?

PA Video IRA Rollover

How should one go about establishing a charitable lead trust?

PA Video Lead Trust

What are under-utilized assets a donor can give?

PA Video Under-Utilized Assets