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
Donor-Advised FundsNovus SocietyStrategic Giving Consider Joining the Next Generation of Philanthropy This Year For some the end of the year brings relief. For others it yields more pressure.…Lydia PiteaOctober 13, 2020
Donor-Advised FundsStrategic GivingSunsettingTax & Estate Planning Consider Legacy Security for Your Year-End Giving I cut my teeth in philanthropy as a program officer at what became one of…Kimberly DennisOctober 9, 2020
Donor-Advised FundsStrategic Giving Consider Simplified Year-End Giving What do Millennials, busy business executives, harried parents, and retirees all have in common? We…Peter LipsettOctober 7, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning Ways To Give: A Simple Primer on Charitable Tools Here’s a simple philosophy on giving: be as generous as possible in the smartest way…Peter LipsettSeptember 4, 2020
Donor-Advised FundsStrategic Giving Reset Your Charitable Giving with a Donor-Advised Fund I am all for simplifying. Sometimes, however, the best way to simplify is to add…Peter LipsettJuly 24, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning Private Foundation Rollovers: So You’re Sick of Your Foundation? You are excited about philanthropy. You have a charitable mission. You have plenty of charitable…Jeff ZysikJuly 20, 2020
Donor-Advised FundsPhilanthropyStrategic Giving Foundations & DAFs: Partnership over Parochialism Who would win in a fight: private foundations or donor-advised funds? Perhaps you’ve heard someone…Peter LipsettJune 1, 2020
Donor IntentDonor-Advised FundsStrategic GivingTax & Estate Planning Someone Else’s Gift: The Need to Review Our Legacy Plans How many chances do we have to leave a legacy? In an important sense, we…Stephanie G. LipsMay 21, 2020
Current EventsDonor-Advised FundsTax & Estate Planning The SECURE Act’s Impact on Inheritors At the end of 2019, President Trump signed the SECURE Act. The SECURE Act changed…Jeff ZysikMarch 2, 2020