What Evan Left: Sue Scharf on Her Husband’s Legacy Gift

What Evan Left: Sue Scharf on Her Husband’s Legacy Gift

This month, our Client Stories series highlights a bequest client, Evan Scharf and how he and his wife Sue used their DonorsTrust donor-advised fund for planned giving. You can read the previous feature from a Novus client, Melanie Hildreth here.

Evan Scharf today can only speak through the legacy he left behind. He passed away in 2016, before his …

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Never Too Soon: The Shock that Taught Me about Planned Giving

Never Too Soon: The Shock that Taught Me about Planned Giving

In late 2016, my two year old son P.D. picked up a guide to planned giving that my husband and I had received.

I’d held onto the mailer, because I was in the process of designing a planned giving program for my organization.

I recognized a perfect image: my cute son holding upside down a brochure titled “It’s Never Too …

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Mocking Philanthropic Motives Doesn’t Help Anyone

Mocking Philanthropic Motives Doesn’t Help Anyone

Life does not always mimic Robert Frost. We should define ourselves less by our regret over a road not taken, than by those moments along our journey when we were t-boned.

I recognize that time has a way of blurring memories’ edges, and in some cases, obliterating them. Historians spend lifetimes discerning hyperbole, exaggeration, and mistaken identity from so-called reality.…

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Strengthening Our Communities With Free Market Philanthropy

Strengthening Our Communities With Free Market Philanthropy

Without government intervention, who will help those in need? Will our communities suffer? This installment of our “Beyond Policy” series by Megan Rose of Better Together highlights the organizations that promote human flourishing through community driven programs and initiatives. You can read the previous segment of this series here

Does it seem as if our society has lost some …

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Why Melanie Gives: Thinking Like a Giver

Why Melanie Gives: Thinking Like a Giver

Is filling the needs in our communities enough? How can we increase or charitable impact? In this month’s donor feature, Melanie Hildreth a Novus Society member shares with us how her thinking around charitable giving has shifted by using a donor-advised fund. You can read last month’s feature here

I joined the Novus Society because they asked me. I …

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Why Robert Gives: Privacy in Charitable Giving

Why Robert Gives: Privacy in Charitable Giving

What role does privacy play in charitable giving? Why does it matter? In this month’s donor profile, Robert Boyd of Virginia shares with us his perspective on his charitable upbringing and why charitable giving should be a private matter. You can read last month’s feature here

What inspires your philanthropy?

It comes from several strands, but mainly family background. …

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Growing the Community: DonorsTrust 2018 Progress Report

Growing the Community: DonorsTrust 2018 Progress Report

Too often, free-market organizations fall into the trap of highlighting numbers rather than the humans behind the numbers when discussing their work.

Yet that human factor is what ultimately drives all meaningful change. Strong social entrepreneurs build institutions that help people reach their full potential, be it through relieving immediate needs, solving vexing health challenges, creating beauty and culture or …

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Giving Under Attack: How Politicians Threaten Private Giving

Giving Under Attack: How Politicians Threaten Private Giving

Private giving is woven into the fabric of the American story. From a fledgling nation, to the great country we are now, the United States has benefited enormously from contributions made by its citizens to charitable institutions. This giving is a testament to the strength of our national character.

However, this rich philanthropic tradition is threatened by a misunderstanding of …

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Safe for Conservative Givers? DAFs and Donor Intent

Safe for Conservative Givers? DAFs and Donor Intent

Maggie knew she wanted a donor-advised fund to help manage her charitable giving. She also knew she wanted one that matched her conservative principles.

Thoughtful givers like Maggie don’t simply think about how they will give, or even just about why they give. A thoughtful giver wants purpose and means to intersect. In doing so, her giving has more power.…

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Why John Gives: DAF Tax Strategies for Different Life Phases

Why John Gives: DAF Tax Strategies for Different Life Phases

This is latest installment in our Client Stories, a blog series that shares how our clients use their DonorsTrust donor-advised accounts in different ways to achieve their philanthropic goals. You can read the previous article from George and Marilyn Pearson here.

A client for over a decade, John spent many years in a major U.S. city’s tax and accounting …

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