Donor-Advised FundsStrategic Giving Consider Simplified Year-End Giving What do Millennials, busy business executives, harried parents, and retirees all have in common? We…Peter LipsettOctober 7, 2020
Donor-Advised FundsStrategic GivingTax & Estate Planning Ways To Give: A Simple Primer on Charitable Tools Here’s a simple philosophy on giving: be as generous as possible in the smartest way…Peter LipsettSeptember 4, 2020
Donor-Advised FundsStrategic Giving 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
Donor-Advised FundsStrategic GivingTax & Estate Planning 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
Donor-Advised FundsPhilanthropyStrategic Giving 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
Donor IntentDonor-Advised FundsStrategic GivingTax & Estate Planning 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
Current EventsDonor-Advised FundsTax & Estate Planning 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
Donor-Advised FundsNovus SocietyStrategic GivingTax & Estate Planning 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
Donor-Advised FundsInterviewsStrategic Giving 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
Donor-Advised FundsNovus SocietyStrategic Giving 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