Donor-Advised FundsStrategic GivingTax & Estate Planning The Bunching Strategy for Charitable Giving If you read the popular press, you’ve probably read or seen headlines about the “bunching”…Jeff ZysikAugust 26, 2019
Donor-Advised FundsStrategic GivingTax & Estate Planning The Portfolio Approach to Planned Giving When formulating your estate, gift and income tax plan, first and foremost define your goals.…Jeff ZysikMay 29, 2019
InterviewsTax & Estate PlanningWhy DonorsTrust What Evan Left: Sue Scharf on Her Husband’s Legacy Gift This month, our Client Stories series highlights a bequest client, Evan Scharf and how he…DonorsTrustMay 17, 2019
InterviewsTax & Estate PlanningWhy DonorsTrust Why John Gives: DAF Tax Strategies for Different Life Phases This is latest installment in our Client Stories, a blog series that shares how our clients…DonorsTrustFebruary 28, 2019
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
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
Tax & Estate Planning Charitable Gift Annuities: Charitable Tools Explained What if you would like to benefit charity, but because you need the income stream…Jeff ZysikOctober 9, 2018
PhilanthropyStrategic GivingTax & Estate Planning Tax Deductions Aren’t the Reason People Give How will the recent tax bill change the way people give? Not much, suggests DonorsTrust’s…DonorsTrustApril 19, 2018
Current EventsInterviewsTax & Estate Planning Tax Law Change: What It Means for Philanthropy What effects can donors expect to see as a result of December's massive tax overhaul?…Peter LipsettMarch 16, 2018
Donor IntentDonor-Advised FundsLiberty MovementStrategic GivingTax & Estate Planning Year-End Giving Considerations We have just flipped the calendar to December. That prompts many of us to ponder…Peter LipsettDecember 2, 2017