Giving with Purpose
We are not alike, you and I. And that is a good thing. For starters,…
Lawson BaderJanuary 26, 2016
A Charitable Resolution You Can Keep
In all the talk about setting New Year’s resolutions, I’ve been surprised by one observation…
Peter LipsettJanuary 7, 2016
The Philanthropic Path for Improving Lives
There are many reasons I failed miserably as a child lemonade-stand entrepreneur. Chief among them…
Lawson BaderDecember 30, 2015
Individual Retirement Accounts (IRAs) and Donor- Advised Funds
Last week, Congress passed and the President signed a $622 billion “tax extenders” bill. One…
Jeff ZysikDecember 21, 2015
Giving With Family: Using a Donor-Advised Fund to Engage the Next Generation
Are you involving the next generation in your charitable decision-making? A surprising result from the…
Peter LipsettDecember 17, 2015
Benefits of DAFS: Privacy and being understood
Give the way you want to give. That should be the goal of any charitable…
Peter LipsettDecember 3, 2015
Government “Philanthropy” vs. Private Giving
Last week I made a call I didn’t want to make. A client sent a…
Peter LipsettNovember 25, 2015
Benefits of DAFs: The Tax-Advantaged Way to Give
What if you could enjoy many of a private foundation’s benefits for how you manage…
DonorsTrustNovember 19, 2015
Benefits of DAFs: An Easier Way to Give
Charitable giving is meant to be a pleasure, not a slog. Writing a few checks…
DonorsTrustNovember 6, 2015
Know the Basics of Donor-Advised Funds
This morning’s Wealth Management section of the Wall Street Journal features a short-but-helpful look at…
Peter LipsettNovember 2, 2015
