Emily wasn’t sure if she had the resources to open a donor-advised fund. She wanted…
Peter LipsettFebruary 25, 2020
“Would you like to give a dollar to fight cancer?” Because I split my pile…
Peter LipsettOctober 16, 2019
Donors over age 70 ½ might be interested in making a Qualified Charitable Distribution (QCD)…
Jeff ZysikOctober 2, 2019
If you read the popular press, you’ve probably read or seen headlines about the “bunching”…
Jeff ZysikAugust 26, 2019
When formulating your estate, gift and income tax plan, first and foremost define your goals.…
Jeff ZysikMay 29, 2019
Maggie knew she wanted a donor-advised fund to help manage her charitable giving. She also…
Peter LipsettMarch 5, 2019
Is a donor-advised fund right for you? How does it work? What are the differences…
Peter LipsettSeptember 20, 2018
An accurate, albeit overused phrase is “to wipe the slate clean”. While perhaps outdated in…
Lawson BaderSeptember 6, 2018
When I first visited the Stephenson’s home outside of San Francisco, I thought I had…
Peter LipsettAugust 30, 2018
