Donor-Advised FundsStrategic GivingWhy DonorsTrust How to Start the Giving Conversation Wealth advisors play an important role in helping clients plan for their financial future. In…Lukas DwellyApril 6, 2023
Current EventsDonor-Advised FundsDonor's PrivacyPhilanthropyWhy DonorsTrust Continued Threats to Donor Freedom DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…Peter LipsettJune 22, 2022
Donor IntentDonor-Advised FundsDonorsTrust NewsLiberty MovementStrategic GivingWhy DonorsTrust The Value of Investment Options in a DAF We often tout the flexibility that comes from a donor-advised fund. One piece of that…Peter LipsettMay 5, 2022
Donor-Advised Funds The Bunching Strategy for Charitable Giving Since the 2017 Trump tax cuts, you may have seen tax experts and financial advisors…Jeff ZysikMarch 17, 2022
Donor-Advised Funds WSJ Column Offers Helpful Primer on Donor-Advised Funds The recent article “Pros and Cons of a Donor-Advised Fund” in the Wall Street Journal…Peter LipsettNovember 22, 2021
Donor-Advised FundsDonorsTrust NewsWhy DonorsTrust DonorsTrust Adds Policy-Neutral ETF Options for Charitable Investors Whether purchasing clothes, choosing where to buy groceries, partnering with a charity, or curating an…DonorsTrustAugust 30, 2021
Donor-Advised FundsPhilanthropyTax & Estate Planning Is This the Second Year You Pay No Federal Income Tax? For High-Income Taxpayers, Probably Not As we discussed in an article published on this site last year, the CARES Act…Jeff ZysikAugust 26, 2021
Current EventsDonor-Advised FundsPhilanthropy Grassley, King Attempting to Rewrite Rules around Giving Sens. Chuck Grassley (R-Iowa) and Angus King (I-Maine) recently introduced legislation that, if enacted, would…Carolyn BoltonJune 29, 2021
Donor IntentDonor-Advised FundsStrategic GivingTax & Estate Planning Don’t Leave Your Loved One’s Legacy to Fate Dementia sucks! The Catholic schoolgirl in me doesn't like using that kind of language, but…Stephanie G. LipsJune 27, 2021
Donor-Advised FundsPhilanthropy Giving Is Up – Now It’s Time to Strategize You’ve likely heard the phrase “All politics is local.” In other words, if politicians aren’t…Carolyn BoltonJune 17, 2021