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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Opportunity for Women with the Freedom Movement

Opportunity for Women with the Freedom Movement

We regularly share insights from an expert in the liberty movement on how we might be more strategic in our charitable giving. In this segment, Carrie Lukas, President of Independent Women’s Forum, offers commentary on the circumstances of conservative women today and advice for those seeking to champion women in a principled, pro-liberty way. 

The freedom movement works to spread …

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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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