Reset Your Charitable Giving with a Donor-Advised Fund
I am all for simplifying. Sometimes, however, the best way to simplify is to add a small complication.
Take my favorite life hack of 2019: I created a two-minute email sending buffer. By manipulating some rules in Outlook, any email I send sits in the outbox for two minutes before zipping off to the recipient.
Just in the past week, …
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Private Foundation Rollovers: So You’re Sick of Your Foundation?
You are excited about philanthropy. You have a charitable mission. You have plenty of charitable goals. You decided to execute your philanthropy using a private foundation (PF) as your primary platform for funding that mission and those goals. When you established your PF, you were fully briefed on the administrative and operating burdens presented by a PF. You saw those …
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Time to Rest: What the Lull of August Teaches Us
The greater Washington DC region is comprised of distinct people groups.
A significant percent of the population works “for” a government – civil service, political appointees, elected officials, diplomatic corps, and military personnel. Every two, four, or eight years there is upheaval among this corps – more so when a new occupant of the White House wears a different team’s …
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Deepening the Connection Through Community
Often times, when we talk about engaging in philanthropy we mean monetarily giving to a cause. While that’s a large portion of the discussion, there’s more to giving than that.
Younger givers are especially eager to find ways to connect on a deeper level with the causes and organizations they are passionate about. Giving money away is what our parents …
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How Mary Beth Gives: Engaging with Your Principles
Continuing our Client Stories series on how DonorsTrust clients use their donor-advised accounts is an interview with Mary Beth Weiss where she shares how she and her husband use their DAF to engage with their giving. You can read the previous installment featuring Daniel Gressel here.
Dick and Mary Beth Weiss are well known to many in the liberty …
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Supporting International Groups Through DonorsTrust
A global recession aside, the U.S. is the world’s most prosperous country. It also is a place where general notions of personal and economic liberty are ingrained in its DNA. While its practices do not always meet expectations, it remains a beacon for the ideas of personal responsibility, free association, and free enterprise.
The U.S. also has a broad network …
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4 Ways DonorsTrust Can Help You Engage Deeper With Your Giving
At first glance, DonorsTrust is a simple donor-advised fund provider – a place that offers a useful charitable tool.
While true, we are more than that. Donor-advised funds are our primary program, but, unlike the commercial DAF providers, we have a mission that drives us – a mission built on specific principles that motivates our work.
We are the community …
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Foundations & DAFs: Partnership over Parochialism
Who would win in a fight: private foundations or donor-advised funds?
Perhaps you’ve heard someone on one side of the debate or the other advocating a zero-sum answer on why one vehicle is better than the other. A friend sent me a text recently about a conversation she had with a foundation person who spent time in their chat bashing …
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Someone Else’s Gift: The Need to Review Our Legacy Plans
How many chances do we have to leave a legacy?
In an important sense, we lay the foundation of our legacy day by day. It is the sum of the impact we have on the world through our actions. It is embodied in the memories others will carry of us long after we are gone. It is also the assets …
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