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
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
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
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 While perhaps outdated in…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
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
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
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
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
Basics: Requesting a Grant from Your DAF
Donor-advised funds offer many terrific benefits, but, at the end of the day, DAFs exist…
Peter LipsettJune 7, 2018
Always Making Progress for Liberty
DonorsTrust exists to ensure a steady flow of philanthropic capital into the liberty movement as…
Peter LipsettMay 3, 2018
