Putting Your DAF to Work: Gifting Appreciated Stock

Putting Your DAF to Work: Gifting Appreciated Stock

Emily wasn’t sure if she had the resources to open a donor-advised fund. She wanted to join DonorsTrust’s Novus Society for younger givers, but setting aside the money to start an account and make gifts seemed tough. But then she remembered that stock….

Nearly two decades ago, she convinced her parents to buy her a few shares of a stock. …

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Why Gerry Gives: To Discover What’s Next

Why Gerry Gives: To Discover What’s Next

In our Client Stories Series, we share how current DonorsTrust clients use a donor-advised fund to fulfill their charitable goals. This month we feature a client who uses his fund to streamline and simplify his giving so that he can focus on finding new organizations out there doing good work. You can read the previous installment featuring Dan Rothschild here

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Philanthropy and Discovery: The Necessity of Private Dollars

Philanthropy and Discovery: The Necessity of Private Dollars

Does private charitable giving really matter when it comes to medical and scientific research?

The government already funds so many projects, research institutions, and laboratories – so why would anyone need to give more to these places? Do private dollars even make a difference in regards to medical discovery?

Government Funding or Private Giving?

While it’s true that medical funding …

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Freedom to Discover: What Private Giving Made Possible

Freedom to Discover: What Private Giving Made Possible

In the early 1800s, Thomas Jefferson unleashed the power of American philanthropy, though perhaps not in the way he intended.

Jefferson may have been brilliant in penning the mission statement for the United States (…life, liberty and pursuit of happiness…) but he was still a politician and acted as such.

The Founding Father did not like the trustees …

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How Dan Gives: From Grantee to Donor

How Dan Gives: From Grantee to Donor

In our Client Stories Series, we share how current DonorsTrust clients use us to advance their charitable goals. This month we feature a member of our Novus Society – a program created to help younger professionals start early and think strategically about their giving. You can read the previous feature about Susan and her account here.

Dan Rothschild is …

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Giving Tuesday: The Catch-22 of Philanthropy

Giving Tuesday: The Catch-22 of Philanthropy

Every year I dread the Tuesday after Thanksgiving – the day now known as Giving Tuesday.

It’s not that I don’t want to support deserving organizations. Rather, it’s that my inbox and social media feeds are inundated with pleas for assistance. Family, friends, co-workers, and acquaintances apply pressure. I’m overwhelmed by the deluge of requests and, more often than not, …

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Simple, Strategic Giving with a Donor-Advised Fund

Simple, Strategic Giving with a Donor-Advised Fund

You may have heard it said that donor-advised funds are the fastest growing charitable giving tool and rapidly becoming the most popular option available.

But why is that? How do they actually work? What does it take to open one? And are they only for millionaires?

Answering Your Questions on Donor-Advised Funds

In this interview with Institute for Justice, …

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Indistractable in Giving: Three Tips for Focus

Indistractable in Giving: Three Tips for Focus

How’s your focus?

Is it a challenge to single-task?

There’s no shame in recognizing it.

We’re all easily distracted.

That’s why so many articles start with crazy-short sentences like this!

That goes for work, for play, for giving…for everything.

If you need proof we can change our hap-hazard ways, look no further than Nir Eyal’s book Indistractable: How to Control

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Giving a DAF to the Next Generation

Giving a DAF to the Next Generation

Are your kids ready to handle the weight of carrying out your charitable legacy? Are they ready to create their own?

Several years ago, a study indicated that 78% of high-net-worth individuals believed that the “next generation is not financially responsible enough to handle inheritance.” While I believe those same individuals will develop greater confidence as their children grow and …

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DonorsTrust Clients Speak On Why They Use Us

DonorsTrust Clients Speak On Why They Use Us

DonorsTrust is one of more than 1,000 donor-advised fund providers across the country. We represent a segment of those providers known as “mission-driven” funds, but there are many other types offered by national banks, brokerages, and local community foundations.

The core set of features and benefits are synonymous among all of these organizations. DAFs, as donor-advised funds are often abbreviated, …

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