Author Archives: Peter Lipsett

Peter Lipsett

About Peter Lipsett

Peter Lipsett is vice president at DonorsTrust. He also leads DonorsTrust’s Novus Society, a network of donors under 40 committed to growing their philanthropic know-how. He has a dual degree in political science and theater from Davidson College and finally got a practical credential with an MBA from George Mason University.
Giving With Family: Using a Donor-Advised Fund to Engage the Next Generation

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 2014 US Trust Study of High Net Worth Philanthropy suggests that many families are not working together to make giving decisions.

Fewer high net worth households report having family traditions around giving (41.3 percent) than those that do not have family traditions around giving (58.7

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Benefits of DAFS: Privacy and being understood

Benefits of DAFS: Privacy and being understood

Give the way you want to give. That should be the goal of any charitable tool. Frankly, it is why many people continue to simply give directly. Over time, though, as one’s giving expands, you may want a tool that will allow you to maintain the emphasis on giving.

We’ve previously discussed the flexibility that donor-advised funds offer to donors …

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Government “Philanthropy” vs. Private Giving

Government “Philanthropy” vs. Private Giving

Last week I made a call I didn’t want to make. A client sent a grant request for an organization that receives a significant portion of its revenue from government sources. I had to tell the client our Board likely would not approve the grant.

Since our founding, one of DonorsTrust’s guiding rules has prohibited grants to organizations receiving more …

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Know the Basics of Donor-Advised Funds

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 the basics of donor-advised funds under the straightforward title of “Donor-Advised Funds: How Do They Work—And Are They Useful?

The author, Tom Herman, notes a few different ways a donor might use a donor-advised account. One example is of someone who want to …

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Confusion Around Giving by Fiorina Highlights Importance of Donor Intent and Charitable Engagement

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 that her “foundation” gave to Planned Parenthood, an organization to which she has been particularly antagonistic recently on the campaign trail.

In truth, Fiorina and her husband did not have a stand-alone private foundation at all. Rather, they were advisors on a donor-advised account they …

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It’s the Principles

It’s the Principles

I always enjoy asking clients why they decided to do their charitable giving through DonorsTrust. These are financially savvy folks and they realize that other groups and institutions offer donor-advised funds. So why go with us instead of someone else?

The answer I keep hearing: Principles.

As one long-time client told me, if all donor-advised funds offer essentially the same …

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