Donor-Advised FundsTax & Estate Planning Qualified Charitable Distributions from an IRA… to a DAF? Donors over age 70 ½ might be interested in making a Qualified Charitable Distribution (QCD)…Jeff ZysikOctober 2, 2019
Donor-Advised FundsStrategic GivingTax & Estate Planning The Bunching Strategy for Charitable Giving If you read the popular press, you’ve probably read or seen headlines about the “bunching”…Jeff ZysikAugust 26, 2019
Donor-Advised FundsStrategic GivingTax & Estate Planning 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
Donor IntentDonor-Advised FundsLiberty Movement 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
Donor-Advised FundsStrategic Giving The Top-Line Reasons a DAF Can Benefit Your Giving Is a donor-advised fund right for you? How does it work? What are the differences…Peter LipsettSeptember 20, 2018
Donor-Advised FundsStrategic GivingWhy DonorsTrust Starting Over with a Donor-Advised Fund An accurate, albeit overused phrase is “to wipe the slate clean”. While perhaps outdated in…Lawson BaderSeptember 6, 2018
Donor-Advised FundsNovus SocietyStrategic Giving The Rich-Only Myth: DAFs as a Tool for All When I first visited the Stephenson’s home outside of San Francisco, I thought I had…Peter LipsettAugust 30, 2018
Donor-Advised FundsNovus SocietyStrategic Giving Keep the Relationship, Change the Means in Your Giving “But I worry about giving up the relationship I have with the groups I support.”…Peter LipsettJuly 13, 2018
Donor-Advised FundsWhy DonorsTrust Specialization Can Save Your Plumbing and Philanthropy I spent much of my pre-July Fourth celebration in my basement, dealing with a backed-up…Lawson BaderJuly 6, 2018
Current EventsDonor-Advised FundsNovus SocietyPhilanthropy Americans Gave More than Ever in 2017 Good news! Giving USA’s annual survey of charitable giving in America reports that overall contributions…Peter LipsettJune 15, 2018