How I Give: DonorsTrust Client Stories Donor-Advised FundsInterviewsNovus SocietyStrategic GivingWhy DonorsTrust How I Give: DonorsTrust Client Stories In 2017, we will share first-hand stories of how clients use their DonorsTrust donor-advised accounts…Peter LipsettJanuary 6, 2017
Giving Under Trump’s Plan: Is It Better to Give to Charity Now? Donor-Advised FundsStrategic GivingTax & Estate Planning Giving Under Trump’s Plan: Is It Better to Give to Charity Now? Will the new Trump administration’s proposed tax plans affect charitable giving? And if so, should…Peter LipsettDecember 20, 2016
Consider Legacy Security for Your Charitable Intent Donor IntentDonor-Advised FundsStrategic GivingWhy DonorsTrust Consider Legacy Security for Your Charitable Intent I cut my teeth in philanthropy as a program officer at what became one of…Kimberly DennisNovember 23, 2016
Consider Tax Savings with a Donor-Advised Account Donor-Advised FundsStrategic GivingTax & Estate PlanningWhy DonorsTrust Consider Tax Savings with a Donor-Advised Account If you haven’t finished (or even yet begun) this year’s charitable giving, consider establishing a…Jeff ZysikNovember 16, 2016
Consider Simplified Year-End Giving Donor-Advised FundsStrategic GivingWhy DonorsTrust Consider Simplified Year-End Giving What do millennials, busy business executives, harried parents and retirees all have in common?We all…Peter LipsettNovember 9, 2016
DonorsTrust Bequest Accounts: A How-To Guide Donor IntentDonor-Advised FundsStrategic GivingTax & Estate Planning DonorsTrust Bequest Accounts: A How-To Guide Donor-advised funds offer an excellent means to handle your annual giving. However, a donor-advised account…Peter LipsettSeptember 9, 2016
Test-Driving a DAF: Will a Donor-Advised Fund Work for You? Donor-Advised FundsStrategic Giving Test-Driving a DAF: Will a Donor-Advised Fund Work for You? Think back to the last time you test drove a car. If your experience was…Peter LipsettAugust 26, 2016
Planned Giving with a Donor-Advised Fund Donor-Advised FundsStrategic GivingTax & Estate Planning Planned Giving with a Donor-Advised Fund Allan* found professional success in real estate. He credited that success to many factors, but…Peter LipsettAugust 19, 2016
Frequently Asked Questions from Freedom Fest Donor-Advised FundsTax & Estate PlanningWhy DonorsTrust Frequently Asked Questions from Freedom Fest Last week, several of us from DonorsTrust attended Freedom Fest, the annual gathering in Las…Peter LipsettJuly 19, 2016
3 Unique Ways to Use a Donor-Advised Fund Donor-Advised Funds 3 Unique Ways to Use a Donor-Advised Fund Did you know that donor-advised funds offer great flexibility, generous tax benefits and an easier…Peter LipsettJune 30, 2016