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
Current EventsTax & Estate Planning The CARES Act: Is This the Year You Pay No Federal Income Tax? COVID-19 has been a tragedy and a disaster. I can’t say any real good has…Jeff ZysikNovember 24, 2020
Donor-Advised FundsNovus SocietyStrategic Giving Seasons Givings: How to Make a Conscious Choice for Philanthropy Soon every Wal-Mart, shopping mall, and grocery store entrance will be filled with the ding-a-linging…Peter LipsettNovember 16, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning Consider Tax Savings with a Donor-Advised Account This Year Establishing a donor-advised account helps donors facilitate and simplify year-end giving. And, because DAF accounts…Jeff ZysikOctober 27, 2020
Liberty MovementStrategic GivingWhy DonorsTrust Consider Supporting Liberty with Your Charitable Dollars I’ll be blunt: now, more than ever, we need committed givers, thinkers, and doers in…Lawson BaderOctober 21, 2020
Donor-Advised FundsDonorsTrust NewsInterviewsPhilanthropyWhy DonorsTrust “Not That Mysterious” – Principled in the Face of Critics Being firmly committed to a set of principles carries a major risk, namely that those…DonorsTrustOctober 14, 2020