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
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
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
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
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
Princess Fiona Philanthropy
Shrek was a breakout hit in 2001. As I often am with movies, I came…
Peter LipsettOctober 26, 2018
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
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
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 While perhaps outdated in…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
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
