Consider Legacy Security for Your Year-End Giving
I cut my teeth in philanthropy as a program officer at what became one of…
Kimberly DennisOctober 9, 2020
Ways To Give: A Simple Primer on Charitable Tools
Here’s a simple philosophy on giving: be as generous as possible in the smartest way…
Peter LipsettSeptember 4, 2020
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
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
Why Daniel Gives: Tax Efficiency to Get the Job Done
Each month we share how current DonorsTrust clients use a donor-advised fund to fulfill their…
DonorsTrustMarch 4, 2020
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
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
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
How Susan Gives: Carefully Discerning the Future
In our Client Stories series, we share how real DonorsTrust clients use their donor-advised funds…
DonorsTrustSeptember 4, 2019
Charitable Solutions Guide: Picking, Saving, Bunching
The end of the year isn’t the only time to make charitable gifts. In fact,…
Peter LipsettAugust 30, 2019
