Strategic GivingTax & Estate Planning Charitable Remainder Trusts (CRT): Charitable Tools Explained What if you would like to benefit charity, but the need for an income stream…Jeff ZysikFebruary 12, 2019
PhilanthropyStrategic Giving Assessing Non-Profit Health: What a 990 Can Tell You Have you considered a first-time contribution to a non-profit, but felt you should first “check…DonorsTrustFebruary 5, 2019
Novus SocietyStrategic Giving Build Charitable Habits with Help from Underpants Gnomes This year, you will become a philanthropist. I know it is possible, and you and…Peter LipsettJanuary 11, 2019
Strategic GivingTax & Estate Planning Tax-Efficient Giving Tactics for the End of 2018 Once again, year-end has snuck up upon many of us. And this year, your approach…Jeff ZysikDecember 6, 2018
PhilanthropyStrategic Giving Effective Veterans Philanthropy: A Case Study In honor of Veterans’ Day, we are sharing a chapter from the Philanthropy Roundtable’s excellent…DonorsTrustNovember 9, 2018
Novus SocietyPhilanthropyStrategic Giving Princess Fiona Philanthropy Shrek was a breakout hit in 2001. As I often am with movies, I came…Peter LipsettOctober 26, 2018
InterviewsNovus SocietyStrategic Giving A Philanthropist’s Advice to Young Givers How do you get started with charitable giving? No matter how much you give away,…Peter LipsettOctober 18, 2018
Donor-Advised FundsStrategic Giving The Top-Line Reasons a DAF Can Benefit Your Giving Is a donor-advised fund right for you? How does it work? What are the differences…Peter LipsettSeptember 20, 2018
Donor-Advised FundsStrategic GivingWhy DonorsTrust Starting Over with a Donor-Advised Fund An accurate, albeit overused phrase is “to wipe the slate clean”. While perhaps outdated in…Lawson BaderSeptember 6, 2018
Donor-Advised FundsNovus SocietyStrategic Giving The Rich-Only Myth: DAFs as a Tool for All When I first visited the Stephenson’s home outside of San Francisco, I thought I had…Peter LipsettAugust 30, 2018