Donor-Advised FundsStrategic GivingSunsettingTax & Estate Planning 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
Donor-Advised FundsStrategic GivingTax & Estate Planning 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
Donor-Advised FundsStrategic GivingTax & Estate Planning 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
Donor IntentDonor-Advised FundsStrategic GivingTax & Estate Planning 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
InterviewsLiberty MovementTax & Estate PlanningWhy DonorsTrust 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
Current EventsDonor-Advised FundsTax & Estate Planning 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
Donor-Advised FundsNovus SocietyStrategic GivingTax & Estate Planning 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
Donor-Advised FundsTax & Estate Planning 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
InterviewsTax & Estate PlanningWhy DonorsTrust 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
PhilanthropyStrategic GivingTax & Estate Planning 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