Donor-Advised Funds Archives - Page 5 of 10

Donor-Advised Funds Strategic Giving Tax & 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 Funds Philanthropy Strategic 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 Intent Donor-Advised Funds Strategic Giving Tax & 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 Events Donor-Advised Funds Tax & 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

Donor-Advised Funds Novus Society Strategic Giving Tax & Estate Planning

Putting Your DAF to Work: Gifting Appreciated Stock

Emily wasn’t sure if she had the resources to open a donor-advised fund. She wanted…

Peter LipsettFebruary 25, 2020

Donor-Advised Funds Interviews Strategic Giving

Simple, Strategic Giving with a Donor-Advised Fund

You may have heard it said that donor-advised funds are the fastest growing charitable giving…

Lydia PiteaNovember 27, 2019

Donor-Advised Funds Novus Society Strategic Giving

3 Ways to Hack Your Charitable Giving Habits

“Would you like to give a dollar to fight cancer?” Because I split my pile…

Peter LipsettOctober 16, 2019

Qualified Charitable Distributions from an IRA…and to a DAF?

Donor-Advised Funds Tax & Estate Planning

Qualified Charitable Distributions from an IRA… to a DAF?

Donors over age 70 ½ might be interested in making a Qualified Charitable Distribution (QCD)…

Jeff ZysikOctober 2, 2019

Donor-Advised Funds Strategic Giving Tax & Estate Planning

The Bunching Strategy for Charitable Giving

If you read the popular press, you’ve probably read or seen headlines about the “bunching”…

Jeff ZysikAugust 26, 2019

Donor-Advised Funds Strategic Giving Tax & Estate Planning

The Portfolio Approach to Planned Giving

When formulating your estate, gift and income tax plan, first and foremost define your goals.…

Jeff ZysikMay 29, 2019

Donor-Advised Funds

Private Foundation Rollovers: So You’re Sick of Your Foundation?

Foundations & DAFs: Partnership over Parochialism

Someone Else’s Gift: The Need to Review Our Legacy Plans

The SECURE Act’s Impact on Inheritors

Putting Your DAF to Work: Gifting Appreciated Stock

Simple, Strategic Giving with a Donor-Advised Fund

3 Ways to Hack Your Charitable Giving Habits

Qualified Charitable Distributions from an IRA… to a DAF?

The Bunching Strategy for Charitable Giving

The Portfolio Approach to Planned Giving

Who We Are

Newsletter Signup

Categories