The Portfolio Approach to Planned Giving
When formulating your estate, gift and income tax plan, first and foremost define your goals.…
Jeff ZysikMay 29, 2019
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…
DonorsTrustMay 17, 2019
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…
Stephanie G. LipsMay 13, 2019
Mocking Philanthropic Motives Doesn’t Help Anyone
Life does not always mimic Robert Frost. We should define ourselves less by our regret…
Lawson BaderMay 1, 2019
Strengthening Our Communities With Free Market Philanthropy
Without government intervention, who will help those in need? Will our communities suffer? This installment of…
Peter LipsettApril 25, 2019
Why Melanie Gives: Thinking Like a Giver
Is filling the needs in our communities enough? How can we increase or charitable impact?…
DonorsTrustApril 19, 2019
Why Robert Gives: Privacy in Charitable Giving
What role does privacy play in charitable giving? Why does it matter? In this month’s…
DonorsTrustApril 12, 2019
Growing the Community: DonorsTrust 2018 Progress Report
Too often, free-market organizations fall into the trap of highlighting numbers rather than the humans…
DonorsTrustApril 11, 2019
Giving Under Attack: How Politicians Threaten Private Giving
Private giving is woven into the fabric of the American story. From a fledgling nation,…
Lydia PiteaMarch 21, 2019
Safe for Conservative Givers? DAFs and Donor Intent
Maggie knew she wanted a donor-advised fund to help manage her charitable giving. She also…
Peter LipsettMarch 5, 2019
