Planned Giving with a Donor-Advised Fund
Allan* found professional success in real estate. He credited that success to many factors, but…
Peter LipsettAugust 19, 2016
Frequently Asked Questions from Freedom Fest
Last week, several of us from DonorsTrust attended Freedom Fest, the annual gathering in Las…
Peter LipsettJuly 19, 2016
CRT Early Termination Part 2
In Part I of this series, I briefly described charitable remainder trusts (CRTs) and their…
Jeff ZysikJune 24, 2016
Charitable Remainder Trust Early Termination, Part 1
A charitable remainder trust (CRT) is an excellent charitable giving and income tax planning tool.…
Jeff ZysikMay 20, 2016
The Sitcom Effect Can Ruin Your Charitable Legacy
You’ve surely seen this trope play out on most any sit-com tv show you’ve watched.…
Peter LipsettApril 19, 2016
Easy, Tax-Friendly Giving
Do you ever wish you had your own private foundation? A private foundation can make…
Peter LipsettMarch 24, 2016
Itemized Deduction Phase-Out & Charitable Giving
Occasionally, one of our clients will come to us concerned about the itemized deduction phase-out,…
Jeff ZysikMarch 3, 2016
Individual Retirement Accounts (IRAs) and Donor- Advised Funds
Last week, Congress passed and the President signed a $622 billion “tax extenders” bill. One…
Jeff ZysikDecember 21, 2015
Benefits of DAFs: The Tax-Advantaged Way to Give
What if you could enjoy many of a private foundation’s benefits for how you manage…
DonorsTrustNovember 19, 2015
Know the Basics of Donor-Advised Funds
This morning’s Wealth Management section of the Wall Street Journal features a short-but-helpful look at…
Peter LipsettNovember 2, 2015
