Giving Tuesday: The Catch-22 of Philanthropy

Giving Tuesday: The Catch-22 of Philanthropy

Every year I dread the Tuesday after Thanksgiving – the day now known as Giving Tuesday.

It’s not that I don’t want to support deserving organizations. Rather, it’s that my inbox and social media feeds are inundated with pleas for assistance. Family, friends, co-workers, and acquaintances apply pressure. I’m overwhelmed by the deluge of requests and, more often than not, …

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Simple, Strategic Giving with a Donor-Advised Fund

Simple, Strategic Giving with a Donor-Advised Fund

You may have heard it said that donor-advised funds are the fastest growing charitable giving tool and rapidly becoming the most popular option available.

But why is that? How do they actually work? What does it take to open one? And are they only for millionaires?

Answering Your Questions on Donor-Advised Funds

In this interview with Institute for Justice, …

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Indistractable in Giving: Three Tips for Focus

Indistractable in Giving: Three Tips for Focus

How’s your focus?

Is it a challenge to single-task?

There’s no shame in recognizing it.

We’re all easily distracted.

That’s why so many articles start with crazy-short sentences like this!

That goes for work, for play, for giving…for everything.

If you need proof we can change our hap-hazard ways, look no further than Nir Eyal’s book Indistractable: How to Control

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Giving a DAF to the Next Generation

Giving a DAF to the Next Generation

Are your kids ready to handle the weight of carrying out your charitable legacy? Are they ready to create their own?

Several years ago, a study indicated that 78% of high-net-worth individuals believed that the “next generation is not financially responsible enough to handle inheritance.” While I believe those same individuals will develop greater confidence as their children grow and …

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DonorsTrust Clients Speak On Why They Use Us

DonorsTrust Clients Speak On Why They Use Us

DonorsTrust is one of more than 1,000 donor-advised fund providers across the country. We represent a segment of those providers known as “mission-driven” funds, but there are many other types offered by national banks, brokerages, and local community foundations.

The core set of features and benefits are synonymous among all of these organizations. DAFs, as donor-advised funds are often abbreviated, …

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Qualified Charitable Distributions from an IRA… to a DAF?

Qualified Charitable Distributions from an IRA… to a DAF?

Donors over age 70 ½ might be interested in making a Qualified Charitable Distribution (QCD) from their IRA. That’s understandable. A QCD allows taxpayers age 70 ½ or older to exclude up to $100,000 from their taxable income each year. This has the benefit of reducing adjusted gross income (AGI). Qualified Charitable Distributions also count towards the annual required minimum …

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Private Giving Lessons from David Koch’s Legacy

Private Giving Lessons from David Koch’s Legacy

Tremendous amounts of ink have been spilled over the recent passing of David Koch.

Writers have expressed quite a range of emotion – he has been deified and vilified. But, love him or not, it is undeniable that he believed in the power of private philanthropy. He gave generously to libraries, the arts, public policy organizations, and hospitals. He started …

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I Want to Help You Plan Your Legacy for Liberty

I Want to Help You Plan Your Legacy for Liberty

Discussions of Planned Giving can sometimes sound as sterile as a sit-down with your tax advisor or as agonizing as your third root canal – but it really shouldn’t be that way!

When you think deeply about Planned Giving, you’re actually crafting personal answers to the biggest of questions:

“What legacy do I want to leave the world?”

“How can

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How Susan Gives: Carefully Discerning the Future

How Susan Gives: Carefully Discerning the Future

In our Client Stories series, we share how real DonorsTrust clients use their donor-advised funds in different ways to achieve their charitable goals both in life and after. This month we feature one such couple who has set up their fund as a bequest account using it to steward their charitable legacy. You can read last month’s feature here

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