Category Archives: Philanthropy

Giving Tuesday: The Catch-22 of Philanthropy

Giving Tuesday: The Catch-22 of Philanthropy

Every year I dread the Tuesday after Thanksgiving – the day now known as Giving Tuesday.

It’s not that I don’t want to support deserving organizations. Rather, it’s that my inbox and social media feeds are inundated with pleas for assistance. Family, friends, co-workers, and acquaintances apply pressure. I’m overwhelmed by the deluge of requests and, more often than not, …

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Giving a DAF to the Next Generation

Giving a DAF to the Next Generation

Are your kids ready to handle the weight of carrying out your charitable legacy? Are they ready to create their own?

Several years ago, a study indicated that 78% of high-net-worth individuals believed that the “next generation is not financially responsible enough to handle inheritance.” While I believe those same individuals will develop greater confidence as their children grow and …

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Charitable Solutions Guide: Picking, Saving, Bunching

Charitable Solutions Guide: Picking, Saving, Bunching

The end of the year isn’t the only time to make charitable gifts. In fact, it could be the worst time given that everyone else does it.

Still, whether because of bonuses, holiday cheer, or the intense marketing efforts of charities after Thanksgiving, a preponderance of folks cluster their giving as the year winds down.

Let’s embrace that. And since …

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Gardening and Giving: Encouraging Philanthropy in Children

Gardening and Giving: Encouraging Philanthropy in Children

Parenting is full of challenges. It’s a constant push and pull. I’ve recently discovered that, at least with gardening and charitable giving, a mom’s push is the right way to go.

A big concern is how to instill in our children a sincere sense of gratitude. But I’ll begin with a story about an immediate challenge I recently had – …

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How the Walton’s Bridge Traditional and Policy Charitable Interests

How the Walton’s Bridge Traditional and Policy Charitable Interests

Our Client Stories series continues with Bill and Sarah Walton. In a recent interview, they shared how having a donor-advised account with DonorsTrust allows them to support the causes within the community of liberty that they care about. You can read last month’s installment featuring Sue Scharf here.

Bill and Sarah Walton have been with DonorsTrust since 2014. Bill …

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Youth Sunday Lessons about the Meaning of Community

Youth Sunday Lessons about the Meaning of Community

Church-goers often have strong feelings about the concept of Youth Sunday. Those in the congregation feel a sense of either excitement or trepidation when they arrive at church to discover the youth of the church will lead the service.

We recently held our Youth Sunday.

Put me solidly in the “trepidation” camp. As a Presbyterian (see also “Frozen Chosen”), I …

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Community for Liberty – Ideas, Cooperation, and Yes, Tribalism

Community for Liberty – Ideas, Cooperation, and Yes, Tribalism

There is talk these days about tribalism and its negative impact on society. The discussion occurs more frequently within the context of the public square, specifically the perceived deleterious effect on the “public good.”

Certainly, we all could use a reminder that the most important part of “civil society” is being civil.  

That being said, humans are complex. We …

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Never Too Soon: The Shock that Taught Me about Planned Giving

Never Too Soon: The Shock that Taught Me about Planned Giving

In late 2016, my two year old son P.D. picked up a guide to planned giving that my husband and I had received.

I’d held onto the mailer, because I was in the process of designing a planned giving program for my organization.

I recognized a perfect image: my cute son holding upside down a brochure titled “It’s Never Too …

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