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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Why George & Marilyn Give: A History of Promoting Liberty

Why George & Marilyn Give: A History of Promoting Liberty

This is George and Marilyn’s story, the sixth installment in our Client Stories series which shares how our clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Denise Weaver.

George Pearson and his wife, Marilyn, have been part of the DonorsTrust family for more than a decade. As happens so often, a …

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Assessing Non-Profit Health: What a 990 Can Tell You

Assessing Non-Profit Health: What a 990 Can Tell You

Have you considered a first-time contribution to a non-profit, but felt you should first “check out the numbers” or “do your homework” before making the gift?

DonorsTrust clients often ask us our opinion about groups they are considering supporting. Conducting that due diligence is one of the benefits of working with us.

If you’d ever like to do some simple …

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The Surdna Foundation: The Risks of Ill-Defined Donor Intent

The Surdna Foundation: The Risks of Ill-Defined Donor Intent

What is the bulwark against future generations doing things with your money you’d despise?

Integrity and planning.

We often talk of the importance of donor intent in this space. Ensuring the preservation of liberty minded donors is, after all, central to our founding story.

Protecting that intent is a two-way street. Actually, that’s not quite right. It’s a bit …

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Build Charitable Habits with Help from Underpants Gnomes

Build Charitable Habits with Help from Underpants Gnomes

This year, you will become a philanthropist.

I know it is possible, and you and the world will be better off because of it. And to get there, let’s follow a well-documented scientific theory: the Inverted Underpants Gnome Strategy.

Before we outline that strategy, though, let’s talk about habits. The idea of upping our charitable giving – or making any …

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Philanthropy “Pop-Ups,” Risk-Taking, and the Value of Small Bets

Philanthropy “Pop-Ups,” Risk-Taking, and the Value of Small Bets

This article continues the “Beyond Policy” series. In this segment, Tyler Cowen of the Mercatus Center talks about Mercatus’ newest venture and how it seeks to advance liberty and prosperity through high-risk, high-reward philanthropic endeavors. 

This fall, I launched a new project at the Mercatus Center at George Mason University with a different approach to philanthropy. Known as Emergent Ventures

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Why Denise Gives: Getting Started

Why Denise Gives: Getting Started

This is Denise Weaver’s story, the fifth installment in our Client Stories series which shares how different clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Ann Fitzgerald here.

Let’s talk about money.

Good friends know I’m always delighted to talk about how to maximize a personal budget or how to use …

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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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A Festivus Miracle: Overcoming Funder-Grantee Grievances

A Festivus Miracle: Overcoming Funder-Grantee Grievances

“I got a lot of problems with you people! And now, you’re gonna hear about ‘em.”

And thus begins the traditional Airing of Grievances at the Festivus celebration, a made-up holiday featured in that great sitcom, Seinfeld.

(If you’re already lost or just want a laugh, check out this one-minute video to appreciate the essence of Festivus and the

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