How the Walton’s Bridge Traditional and Policy Charitable Interests

How the Walton’s Bridge Traditional and Policy Charitable Interests

Our Client Stories series continues with Bill and Sarah Walton. In a recent interview, they shared how having a donor-advised account with DonorsTrust allows them to support the causes within the community of liberty that they care about. You can read last month’s installment featuring Sue Scharf here.

Bill and Sarah Walton have been with DonorsTrust since 2014. Bill …

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Youth Sunday Lessons about the Meaning of Community

Youth Sunday Lessons about the Meaning of Community

Church-goers often have strong feelings about the concept of Youth Sunday. Those in the congregation feel a sense of either excitement or trepidation when they arrive at church to discover the youth of the church will lead the service.

We recently held our Youth Sunday.

Put me solidly in the “trepidation” camp. As a Presbyterian (see also “Frozen Chosen”), I …

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Community for Liberty – Ideas, Cooperation, and Yes, Tribalism

Community for Liberty – Ideas, Cooperation, and Yes, Tribalism

There is talk these days about tribalism and its negative impact on society. The discussion occurs more frequently within the context of the public square, specifically the perceived deleterious effect on the “public good.”

Certainly, we all could use a reminder that the most important part of “civil society” is being civil.  

That being said, humans are complex. We …

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The Portfolio Approach to Planned Giving

The Portfolio Approach to Planned Giving

When formulating your estate, gift and income tax plan, first and foremost define your goals. If one goal is furthering your philanthropy, any of three broad planning categories, each with its own set of techniques and vehicles, are available to achieve a combination of your charitable, tax, and other financial goals.

The three broad categories of charitable planning techniques are …

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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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