Starting Over with a Donor-Advised Fund

Starting Over with a Donor-Advised Fund

An accurate, albeit overused phrase is “to wipe the slate clean”. While perhaps outdated in its technology (what 25-year-old has ever experienced a classroom ‘slate’?), the reference to starting over again is clear.

I’m sympathetic to the notions of grace, forgiveness, success and failure that provide the basis for the philosophical concept of starting over (again).  But, let’s be honest, …

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The Rich-Only Myth: DAFs as a Tool for All

The Rich-Only Myth: DAFs as a Tool for All

When I first visited the Stephenson’s home outside of San Francisco, I thought I had the wrong house. After circling the block and returning to the same modest house that supposedly belonged to a long-time, not-insignificant client, I realized something.

The house was right. My mindset was wrong.

Donor-advised funds often get cited as a tool for the wealthy – …

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College Giving Advice for the Liberty-Minded Donor

College Giving Advice for the Liberty-Minded Donor

Each month, an expert from the liberty movement shares thoughts on how we might be more strategic in our charitable giving. This month, Jacqueline Pfeffer Merrill offers advice for those seeking to support institutions of higher learning in a principled, pro-liberty way. You can read past installments on this topic by James Piereson and Peter Lipsett.

Donors committed to …

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Social Mobility Confusion: The Battle for the American Dream

Social Mobility Confusion: The Battle for the American Dream

We continue our new blog series “Beyond Policy” which aims to highlight the unique ways in which individuals and groups are working to perpetuate liberty. In this installment, Gonzalo Schwarz offers ways to better understand and solve the issue of social mobility.

In his 1931 book, The Epic of America, James Truslow Adams coined one of the most enduring …

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Giving While Normal – Charitable Giving For the Non-Rich

Giving While Normal – Charitable Giving For the Non-Rich

Should you give to charity even if you aren’t rich?

A recent article by Camilo Maldonado in Forbes posits that just because one isn’t among the super-rich – or perhaps not even fully established in a career and financial life – one can still be charitable with one’s dollars and time.

Let’s go straight to what I consider one of …

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Keep the Relationship, Change the Means in Your Giving

Keep the Relationship, Change the Means in Your Giving

“But I worry about giving up the relationship I have with the groups I support.”

More than a few people express this fear when we are discussing the benefits of a DonorsTrust donor-advised fund. I understand the sentiment. After years of directly supporting certain groups, it feels strange to jump to a more indirect approach.

However, using a donor-advised fund …

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Specialization Can Save Your Plumbing and Philanthropy

Specialization Can Save Your Plumbing and Philanthropy

I spent much of my pre-July Fourth celebration in my basement, dealing with a backed-up sewer line. It’s not exactly what I had planned, but, alas, it’s been an ongoing issue for a few years. And, well, y’know “stuff” happens.

There is no metaphor here for philanthropy, per se. Nor for donor intent or issues affecting DonorsTrust’s principles of limited …

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Agree to Disagree: The Diversity in Liberty

Agree to Disagree: The Diversity in Liberty

It is a well-established fact that diversity of thought is a good thing.

Well, at least it used to be. If you follow whatever preferred flavor of media, or use any type of social media account, you will witness firsthand how diversity is treated in today’s divisive environment.

Unfortunately, any deviation from the accepted line of thinking risks your being …

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