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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Americans Gave More than Ever in 2017

Americans Gave More than Ever in 2017

Good news! Giving USA’s annual survey of charitable giving in America reports that overall contributions by Americans in 2017 increased by an inflation-adjusted 3%. Individuals, foundations, and corporations donated more than $400 billion into the non-profit sector, the most ever.

The Chronicle of Philanthropy offers a nice synopsis of the survey’s findings, as well as an interesting perspective (and …

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Basics: Requesting a Grant from Your DAF

Basics: Requesting a Grant from Your DAF

Donor-advised funds offer many terrific benefits, but, at the end of the day, DAFs exist to facilitate one goal – making contributions to your favorite charitable causes. Understanding the processes involved in making those grants, both the seen and unseen, allows clients to more easily use their fund to advance their philanthropic goals.

On the surface, the process is simple. …

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Funding the Faith from All Perspectives

Funding the Faith from All Perspectives

Last week, I attended the Becket Fund’s annual Canterbury Medal Gala. It honors an individual – in this case, Rabbi Dr. Meir Soloveichik – who defends religious liberty and conscience with distinction.

What struck me, was not merely the dinner’s noble purpose, but the fact that the stereotypical joke about the Rabbi, the Priest, and the Iman walking …

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Aiding the Miracle: Two Reasons Why Giving Matters

Aiding the Miracle: Two Reasons Why Giving Matters

Last week, DonorsTrust sponsored the Ricochet Podcast Summit held at the American Enterprise Institute’s beautiful building in downtown Washington, DC. The event showcased thirteen podcasts from the Ricochet network.

I had the privilege of introducing Jonah Goldberg and, in the process, saying few words about DonorsTrust. I used the opportunity – and the excellent segue of the themes Jonah …

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Always Making Progress for Liberty

Always Making Progress for Liberty

DonorsTrust exists to ensure a steady flow of philanthropic capital into the liberty movement as well as to the myriad of organizations bringing private solutions to bear on social problems. Some progressives view is as nefarious, even as they aggressively seek to expand their network of similar institutions. We – and our clients – merely view the DonorsTrust model as …

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State of DonorsTrust: Growing To Serve the Liberty Community

State of DonorsTrust: Growing To Serve the Liberty Community

The genesis for creating DonorsTrust nearly twenty years ago was the preservation of donor intent.

This was not, however, grounded in blind devotion to the belief that any donor’s intent was to be maintained. Instead, DonorsTrust would safeguard the donor who saw private markets, free exchange, and increased personal responsibility as the keys to progress.

Most importantly, such protection could …

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