Current EventsDonor IntentStrategic Giving Potential Giving Mistakes for 2021 and How to Overcome Them Conventional wisdom dictates (backed up by marketing data from exercise and dieting companies) that January…Lawson BaderJanuary 28, 2021
PhilanthropyTax & Estate Planning Don’t Let Them See Your Fear and Other Tips for Planned Giving I will not forget the night last May that I opened a kitchen cabinet and…Stephanie G. LipsJanuary 26, 2021
Novus SocietyPhilanthropyStrategic Giving A Strategy to Be an Above-Average Giver Perhaps I’m just too finicky, but if I’m going to be successful at a New…Peter LipsettJanuary 22, 2021
Current EventsPhilanthropy 2020: The Year for Sweet Cookies and Searing Divides For me this past year has been all about the stroopwafel. I hope you are…Lawson BaderJanuary 5, 2021
Current EventsNovus SocietyPhilanthropy 2020 Lessons Learned in Philanthropy Writers have exhausted most every cliché possible in their leads to articles about 2020. Here’s…Peter LipsettDecember 22, 2020
Current EventsTax & Estate Planning No Income Tax Liability for 2020: Make Sure You Consider the Economics As discussed in my recent post, the CAREs Act included a provision allowing an individual…Jeff ZysikDecember 14, 2020
InterviewsLiberty MovementWhy DonorsTrust Why Pat Gives: Good Causes and Good Timing The DonorsTrust Client Stories blog series continues with this latest instalment from Patrick and Mary…DonorsTrustDecember 14, 2020
Donor-Advised FundsPhilanthropyWhy DonorsTrust A Giver’s Bill of Rights December 15 is designated Bill of Rights Day. It’s the day marking ratification of our…Peter LipsettDecember 11, 2020
Strategic GivingTax & Estate Planning Charitable Lead Annuity Trusts for Income Tax Planning? If you are familiar with charitable remainder trusts, charitable lead annuity trusts, in many respects,…Jeff ZysikDecember 8, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning The Kids Are Alright: Charitable Planning for the Future There is a stack of baseball cards in my hand, and they have me missing…Stephanie G. LipsDecember 2, 2020