Tax & Estate Planning Individual Retirement Accounts (IRAs) and Donor- Advised Funds Last week, Congress passed and the President signed a $622 billion “tax extenders” bill. One…Jeff ZysikDecember 21, 2015
Donor-Advised FundsStrategic Giving Giving With Family: Using a Donor-Advised Fund to Engage the Next Generation Are you involving the next generation in your charitable decision-making? A surprising result from the…Peter LipsettDecember 17, 2015
Donor-Advised FundsDonor's Privacy Benefits of DAFS: Privacy and being understood Give the way you want to give. That should be the goal of any charitable…Peter LipsettDecember 3, 2015
Donor IntentWhy DonorsTrust Government “Philanthropy” vs. Private Giving Last week I made a call I didn’t want to make. A client sent a…Peter LipsettNovember 25, 2015
Donor-Advised FundsTax & Estate Planning Benefits of DAFs: The Tax-Advantaged Way to Give What if you could enjoy many of a private foundation’s benefits for how you manage…DonorsTrustNovember 19, 2015
Donor-Advised FundsWhy DonorsTrust Benefits of DAFs: An Easier Way to Give Charitable giving is meant to be a pleasure, not a slog. Writing a few checks…DonorsTrustNovember 6, 2015
Donor-Advised FundsTax & Estate Planning Know the Basics of Donor-Advised Funds This morning’s Wealth Management section of the Wall Street Journal features a short-but-helpful look at…Peter LipsettNovember 2, 2015
Donor IntentDonor-Advised FundsDonor's Privacy Myths Part 3: Misconceptions about the social value of DAFs The first four misconceptions about donor-advised funds (part one is here and part two is…DonorsTrustOctober 22, 2015
Donor IntentDonor-Advised FundsWhy DonorsTrust Myths Part 2: Misconceptions about flexibility and control Last week, we looked at the first two of our six misconceptions about donor-advised funds. Today…DonorsTrustOctober 14, 2015
Donor IntentDonor-Advised Funds Confusion Around Giving by Fiorina Highlights Importance of Donor Intent and Charitable Engagement Photo credit: National Review Presidential candidate Carly Fiorina received flack this week because of reports…Peter LipsettOctober 9, 2015