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
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
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
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
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
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
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
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
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
Year-End Giving Considerations
We have just flipped the calendar to December. That prompts many of us to ponder…
Peter LipsettDecember 2, 2017
