Donor's PrivacyInterviewsLiberty MovementTax & Estate Planning Lawson on the Bob Zadek Show: Transparency and Taxes Our CEO, Lawson Bader had the opportunity to return to the Bob Zadek Show, a…Lydia PiteaNovember 14, 2017
InterviewsLiberty MovementTax & Estate PlanningWhy DonorsTrust Why Peter Gives: A Chance Encounter with DonorsTrust This year, we have been sharing first-hand stories of how clients use their DonorsTrust donor-advised…DonorsTrustNovember 10, 2017
Novus SocietyStrategic GivingTax & Estate Planning Donating Bitcoin and Other Convertible Virtual Currency By now, pretty much everyone is familiar with the virtual currency phenomena, especially Bitcoin. Bitcoin…Jeff ZysikSeptember 22, 2017
Strategic GivingTax & Estate Planning Charitable Remainder Trusts: The Basics In previous posts (part one and part two), we discussed how to terminate a charitable…Jeff ZysikMay 19, 2017
Donor-Advised FundsTax & Estate Planning The Charitable Hub: Streamline Your Giving with a DAF There are many methods and platforms for carrying-out your charitable giving. Simplest, of course, is…Jeff ZysikJanuary 13, 2017
Donor-Advised FundsStrategic GivingTax & Estate Planning Giving Under Trump’s Plan: Is It Better to Give to Charity Now? Will the new Trump administration’s proposed tax plans affect charitable giving? And if so, should…Peter LipsettDecember 20, 2016
Strategic GivingTax & Estate PlanningWhy DonorsTrust Non-Cash Year-End Giving Opportunities Year-end is at hand. With year-end comes year-end tax planning, including your last chance to…Jeff ZysikDecember 7, 2016
Donor-Advised FundsStrategic GivingTax & Estate PlanningWhy DonorsTrust Consider Tax Savings with a Donor-Advised Account If you haven’t finished (or even yet begun) this year’s charitable giving, consider establishing a…Jeff ZysikNovember 16, 2016
Liberty MovementPhilanthropyTax & Estate Planning Charity Beyond 2016: Will a New President Change Giving? The three presidential debates this year featured plenty of discussion about charitable activities (or, more…Peter LipsettOctober 21, 2016
Donor IntentDonor-Advised FundsStrategic GivingTax & Estate Planning DonorsTrust Bequest Accounts: A How-To Guide Donor-advised funds offer an excellent means to handle your annual giving. However, a donor-advised account…Peter LipsettSeptember 9, 2016