Donor-Advised FundsStrategic Giving Giving With Family: Using a Donor-Advised Fund to Engage the Next Generation Are you involving the next generation in your charitable decision-making? A surprising result from the…Peter LipsettDecember 17, 2015
Donor-Advised FundsDonor's Privacy Benefits of DAFS: Privacy and being understood Give the way you want to give. That should be the goal of any charitable…Peter LipsettDecember 3, 2015
Donor IntentWhy DonorsTrust Government “Philanthropy” vs. Private Giving Last week I made a call I didn’t want to make. A client sent a…Peter LipsettNovember 25, 2015
Donor-Advised FundsTax & Estate Planning 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
Donor IntentDonor-Advised Funds Confusion Around Giving by Fiorina Highlights Importance of Donor Intent and Charitable Engagement Photo credit: National Review Presidential candidate Carly Fiorina received flack this week because of reports…Peter LipsettOctober 9, 2015
Liberty MovementTax & Estate Planning Taxes and Charity Do Americans give solely for altruistic reasons? Maybe you’d like to say yes. However, people’s…Peter LipsettSeptember 24, 2015
DonorsTrust News Remembering Whitney Ball Early Monday morning, August 17, the liberty movement and all of philanthropy lost a great…Peter LipsettAugust 26, 2015
Donor-Advised FundsWhy DonorsTrust It’s the Principles I always enjoy asking clients why they decided to do their charitable giving through DonorsTrust.…Peter LipsettJune 29, 2015
Donor-Advised FundsStrategic Giving The ease and efficiency of donor-advised funds The Spring issue of Philanthropy magazine highlights a panoply of what it dubs “new flavors…Peter LipsettMay 22, 2015
Donor-Advised Funds New research into donor-advised funds speaks to their benefits Are donor-advised funds beneficial? Though the benefits of donor-advised accounts to individuals are fairly well…Peter LipsettApril 25, 2015