Donor Intent Plinko Shows the Challenge of Legacy Security
Do you remember Plinko from the Price is Right? Other than spinning the Big Wheel,…
Peter LipsettJanuary 20, 2017
The Charitable Hub: Streamline Your Giving with a DAF
There are many methods and platforms for carrying-out your charitable giving. Simplest, of course, is…
Jeff ZysikJanuary 13, 2017
How I Give: DonorsTrust Client Stories
In 2017, we will share first-hand stories of how clients use their DonorsTrust donor-advised accounts…
Peter LipsettJanuary 6, 2017
Giving Under Trump’s Plan: Is It Better to Give to Charity Now?
Will the new Trump administration’s proposed tax plans affect charitable giving? And if so, should…
Peter LipsettDecember 20, 2016
Honoring Whitney Ball and Growing DonorsTrust
At the end of the film Back to the Future, it is 1984, and Marty…
Lawson BaderDecember 15, 2016
Non-Cash Year-End Giving Opportunities
Year-end is at hand. With year-end comes year-end tax planning, including your last chance to…
Jeff ZysikDecember 7, 2016
Lawson’s Ricochet Interview Highlights Thoughtful Giving
With the election over and the GOP running the tables in so many ways, should…
Peter LipsettDecember 1, 2016
Consider Legacy Security for Your Charitable Intent
I cut my teeth in philanthropy as a program officer at what became one of…
Kimberly DennisNovember 23, 2016
Consider Tax Savings with a Donor-Advised Account
If you haven’t finished (or even yet begun) this year’s charitable giving, consider establishing a…
Jeff ZysikNovember 16, 2016
Consider Simplified Year-End Giving
What do millennials, busy business executives, harried parents and retirees all have in common?We all…
Peter LipsettNovember 9, 2016
