Donor-Advised FundsNovus SocietyPhilanthropyStrategic Giving Is Your Charitable Potential Hiding in Plain Sight? At DonorsTrust, we speak with lots of people about their charitable giving. Many give generously…Peter LipsettOctober 1, 2024
Donor-Advised FundsPhilanthropyTax & Estate Planning You, Your Clients, and the Elephant in the Room Let’s talk about the elephant in the room.Often, one of the biggest obstacles for financial…Lukas DwellyJuly 3, 2024
Donor-Advised FundsPodcast EpisodesWhy DonorsTrust Giving Ventures Podcast: Episode 62 — Using and Partnering with DAFs How does a donor-advised fund work, anyway?That’s the question we explore in the latest episode…DonorsTrustMay 7, 2024
Current EventsDonor-Advised FundsWhy DonorsTrust How to Roll Over Your Donor-Advised Fund Rolling over a donor-advised fund from one provider to another is a simple process. In…Peter LipsettSeptember 19, 2023
Donor-Advised Funds How Giving Accounts Help Nonprofits When Inflation is High There is an old saying that goes "Rough seas make stronger sailors." The same can…Lukas DwellyAugust 22, 2023
Donor-Advised FundsStrategic GivingWhy DonorsTrust How to Start the Giving Conversation Wealth advisors play an important role in helping clients plan for their financial future. In…Lukas DwellyApril 6, 2023
Current EventsDonor-Advised FundsDonor's PrivacyPhilanthropyWhy DonorsTrust Continued Threats to Donor Freedom DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…Peter LipsettJune 22, 2022
Donor IntentDonor-Advised FundsDonorsTrust NewsLiberty MovementStrategic GivingWhy DonorsTrust The Value of Investment Options in a DAF We often tout the flexibility that comes from a donor-advised fund. One piece of that…Peter LipsettMay 5, 2022
Donor-Advised Funds The Bunching Strategy for Charitable Giving Since the 2017 Trump tax cuts, you may have seen tax experts and financial advisors…Jeff ZysikMarch 17, 2022
Donor-Advised Funds WSJ Column Offers Helpful Primer on Donor-Advised Funds The recent article “Pros and Cons of a Donor-Advised Fund” in the Wall Street Journal…Peter LipsettNovember 22, 2021