Know the “how” in addition to the “what” of donor intent

Know the “how” in addition to the “what” of donor intent

Many donors have a sense, even if just in their gut, of the causes and specific charities they want their philanthropic dollars to fund. All of that is meaningless, though, if they can’t be confident that those wishes will be carried out.

An article in today’s Wall Street Journal highlights the difficulties of carrying out donor intent. In “Staying

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Keeping the Intent Alive

Keeping the Intent Alive

Can DonorsTrust be expected to maintain the same diligence, the same integrity, and the same focus on donor intent after losing its co-founder and president, Whitney Ball?

I first saw a version of this question posed in response to the Wall Street Journal‘s online article about Whitney’s death.  My initial response, along with many people I knew, was to …

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It’s the Principles

It’s the Principles

I always enjoy asking clients why they decided to do their charitable giving through DonorsTrust. These are financially savvy folks and they realize that other groups and institutions offer donor-advised funds. So why go with us instead of someone else?

The answer I keep hearing: Principles.

As one long-time client told me, if all donor-advised funds offer essentially the same …

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Charitable Vehicles: Charitable Lead Trusts

Charitable Vehicles: Charitable Lead Trusts

Charitable lead trusts (CLTs) can be structured in a wide variety of ways.  As a result, they are one of the more complex estate planning tools available.  When well-structured to meet your individual estate plan, a CLT may significantly reduce your estate tax liability, while simultaneously benefiting a valued charity (or charities) for a number of years during your lifetime.  …

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The ease and efficiency of donor-advised funds

The ease and efficiency of donor-advised funds

The Spring issue of Philanthropy magazine highlights a panoply of what it dubs “new flavors in philanthropy.”  Those flavors include different giving strategies, tactics, and vehicles for achieving charitable philanthropy that go beyond checkbook giving, foundations, or your traditional charitable organization.

Under the appropriate headline “Giving Made Easy,” Joanne Florino discusses the history and benefits of donor-advised funds.  …

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New research into donor-advised funds speaks to their benefits

New research into donor-advised funds speaks to their benefits

Are donor-advised funds beneficial? Though the benefits of donor-advised accounts to individuals are fairly well known – the tax advantages and just the overall ease – is this funding vehicle helping society overall?

Yes, says the Manhattan Institute’s Howard Husock. His new report, Growth Giving: American Philanthropy and the Potential of Donor-Advised Funds, concludes donor-advised funds play a key …

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