Continued Threats to Donor Freedom
DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…
Peter LipsettJune 22, 2022
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
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
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
DonorsTrust Adds Policy-Neutral ETF Options for Charitable Investors
Whether purchasing clothes, choosing where to buy groceries, partnering with a charity, or curating an…
DonorsTrustAugust 30, 2021
Is This the Second Year You Pay No Federal Income Tax? For High-Income Taxpayers, Probably Not
As we discussed in an article published on this site last year, the CARES Act…
Jeff ZysikAugust 26, 2021
Grassley, King Attempting to Rewrite Rules around Giving
Sens. Chuck Grassley (R-Iowa) and Angus King (I-Maine) recently introduced legislation that, if enacted, would…
Carolyn BoltonJune 29, 2021
Don’t Leave Your Loved One’s Legacy to Fate
Dementia sucks! The Catholic schoolgirl in me doesn't like using that kind of language, but…
Stephanie G. LipsJune 27, 2021
Giving Is Up – Now It’s Time to Strategize
You’ve likely heard the phrase “All politics is local.” In other words, if politicians aren’t…
Carolyn BoltonJune 17, 2021
How Jeanie Gives: Finding a Principled Partner
Jeanie (whose name has been changed to protect her privacy) joined DonorsTrust only a few…
DonorsTrustJune 3, 2021
