Don’t Let Them See Your Fear and Other Tips for Planned Giving PhilanthropyTax & Estate Planning Don’t Let Them See Your Fear and Other Tips for Planned Giving I will not forget the night last May that I opened a kitchen cabinet and…Stephanie G. LipsJanuary 26, 2021
A Strategy to Be an Above-Average Giver Novus SocietyPhilanthropyStrategic Giving A Strategy to Be an Above-Average Giver Perhaps I’m just too finicky, but if I’m going to be successful at a New…Peter LipsettJanuary 22, 2021
2020: The Year for Sweet Cookies and Searing Divides Current EventsPhilanthropy 2020: The Year for Sweet Cookies and Searing Divides For me this past year has been all about the stroopwafel. I hope you are…Lawson BaderJanuary 5, 2021
2020 Lessons Learned in Philanthropy Current EventsNovus SocietyPhilanthropy 2020 Lessons Learned in Philanthropy Writers have exhausted most every cliché possible in their leads to articles about 2020. Here’s…Peter LipsettDecember 22, 2020
No Income Tax Liability for 2020: Make Sure You Consider the Economics Current EventsTax & Estate Planning No Income Tax Liability for 2020: Make Sure You Consider the Economics As discussed in my recent post, the CAREs Act included a provision allowing an individual…Jeff ZysikDecember 14, 2020
Why Pat Gives: Good Causes and Good Timing InterviewsLiberty MovementWhy DonorsTrust Why Pat Gives: Good Causes and Good Timing The DonorsTrust Client Stories blog series continues with this latest instalment from Patrick and Mary…DonorsTrustDecember 14, 2020
A Giver’s Bill of Rights Donor-Advised FundsPhilanthropyWhy DonorsTrust A Giver’s Bill of Rights December 15 is designated Bill of Rights Day. It’s the day marking ratification of our…Peter LipsettDecember 11, 2020
Charitable Lead Annuity Trusts for Income Tax Planning? Strategic GivingTax & Estate Planning Charitable Lead Annuity Trusts for Income Tax Planning? If you are familiar with charitable remainder trusts, charitable lead annuity trusts, in many respects,…Jeff ZysikDecember 8, 2020
The Kids Are Alright: Charitable Planning for the Future Donor-Advised FundsStrategic GivingTax & Estate Planning The Kids Are Alright: Charitable Planning for the Future There is a stack of baseball cards in my hand, and they have me missing…Stephanie G. LipsDecember 2, 2020
The CARES Act: Is This the Year You Pay No Federal Income Tax? Current EventsTax & Estate Planning The CARES Act: Is This the Year You Pay No Federal Income Tax? COVID-19 has been a tragedy and a disaster. I can’t say any real good has…Jeff ZysikNovember 24, 2020