Author Archives: Jeff Zysik

Jeff Zysik

About Jeff Zysik

Jeff Zysik is COO and CFO at DonorsTrust. He is an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director and co-founder of Charitable Entity Administration, LLC (CEA).
The Portfolio Approach to Planned Giving

The Portfolio Approach to Planned Giving

When formulating your estate, gift and income tax plan, first and foremost define your goals. If one goal is furthering your philanthropy, any of three broad planning categories, each with its own set of techniques and vehicles, are available to achieve a combination of your charitable, tax, and other financial goals.

The three broad categories of charitable planning techniques are …

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Charitable Remainder Trusts (CRT): Charitable Tools Explained

Charitable Remainder Trusts (CRT): Charitable Tools Explained

What if you would like to benefit charity, but the need for an income stream makes you hesitant to part with assets you might otherwise give?

Two charitable techniques are available that may meet your needs. One is a charitable gift annuity (CGA). The second is a charitable remainder trust (CRT). My previous post discussed CGAs. This post discusses …

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Tax-Efficient Giving Tactics for the End of 2018

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 to year-end philanthropy may change from previous years as a result of the 2017 tax overhaul.

Of course, many of the same year-end considerations continue to apply. Don’t despair. By acting quickly, time remains for some effective year-end giving.

The New Law’s Impact

Among the …

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Charitable Gift Annuities: Charitable Tools Explained

Charitable Gift Annuities: Charitable Tools Explained

What if you would like to benefit charity, but because you need the income stream they provide you aren’t comfortable parting with your assets? Two charitable techniques are available that may meet your needs. One is a charitable gift annuity (CGA). The second is a charitable remainder trust (CRT). This post discusses Charitable gift annuities; check back next month for …

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Donating Bitcoin and Other Convertible Virtual Currency

Donating Bitcoin and Other Convertible Virtual Currency

By now, pretty much everyone is familiar with the virtual currency phenomena, especially Bitcoin. Bitcoin (as well as other virtual currencies) is well on its way to general acceptance. But, as is the case with every new financial concept, the tax treatment of virtual currency is still far from certain.

This uncertainty is glaringly evident in the case of virtual …

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The Charitable Hub: Streamline Your Giving with a DAF

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 a direct cash gift to a charity of your choosing. More complex charitable giving usually involves an “intermediate” charitable vehicle as part of your charitable giving plan.

Common charitable vehicles are charitable remainder trusts, charitable lead trusts, private foundations and supporting organizations. In recent years, …

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Non-Cash Year-End Giving Opportunities

Non-Cash Year-End Giving Opportunities

Year-end is at hand.  With year-end comes year-end tax planning, including your last chance to make a charitable donation and claim a tax deduction for the 2016 tax year.  Here are a few ways of giving that go beyond simply giving cash for your year-end charitable donations.

Direct IRA Distributions to Qualified Charities

Do you have a large balance in …

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