Reset Your Charitable Giving with a Donor-Advised Fund
I am all for simplifying. Sometimes, however, the best way to simplify is to add…
Peter LipsettJuly 24, 2020
Private Foundation Rollovers: So You’re Sick of Your Foundation?
You are excited about philanthropy. You have a charitable mission. You have plenty of charitable…
Jeff ZysikJuly 20, 2020
Foundations & DAFs: Partnership over Parochialism
Who would win in a fight: private foundations or donor-advised funds? Perhaps you’ve heard someone…
Peter LipsettJune 1, 2020
Someone Else’s Gift: The Need to Review Our Legacy Plans
How many chances do we have to leave a legacy? In an important sense, we…
Stephanie G. LipsMay 21, 2020
The SECURE Act’s Impact on Inheritors
At the end of 2019, President Trump signed the SECURE Act. The SECURE Act changed…
Jeff ZysikMarch 2, 2020
Putting Your DAF to Work: Gifting Appreciated Stock
Emily wasn’t sure if she had the resources to open a donor-advised fund. She wanted…
Peter LipsettFebruary 25, 2020
Simple, Strategic Giving with a Donor-Advised Fund
You may have heard it said that donor-advised funds are the fastest growing charitable giving…
Lydia PiteaNovember 27, 2019
3 Ways to Hack Your Charitable Giving Habits
“Would you like to give a dollar to fight cancer?” Because I split my pile…
Peter LipsettOctober 16, 2019
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
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
