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 …read more »
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. …read more »
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. …read more »
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 …read more »
Martin Morse Wooster’s new post on Philanthropy Daily, “The hidden dangers of donor intent,” looks back at decades of addressing the issue of donor intent to assess whether the topic is still relevant. He finds that it is, and in doing so turns the issue on its head to better understand its importance.
Now at first glance you might …read more »