When formulating your estate, gift and income tax plan, first and foremost define your goals. If one goal is furthering your philanthropy, any of three broad planning categories, each with its own set of techniques and vehicles, are available to achieve a combination of your charitable, tax, and other financial goals.
The three broad categories of charitable planning techniques are …read more »
Is filling the needs in our communities enough? How can we increase or charitable impact? In this month’s donor feature, Melanie Hildreth a Novus Society member shares with us how her thinking around charitable giving has shifted by using a donor-advised fund. You can read last month’s feature here.
I joined the Novus Society because they asked me. I …read more »
We regularly share insights from an expert in the liberty movement on how we might be more strategic in our charitable giving. In this segment, Carrie Lukas, President of Independent Women’s Forum, offers commentary on the circumstances of conservative women today and advice for those seeking to champion women in a principled, pro-liberty way.
The freedom movement works to spread …read more »
What if you would like to benefit charity, but the need for an income stream makes you hesitant to part with assets you might otherwise give?
Two charitable techniques are available that may meet your needs. One is a charitable gift annuity (CGA). The second is a charitable remainder trust (CRT). My previous post discussed CGAs. This post discusses …read more »
Have you considered a first-time contribution to a non-profit, but felt you should first “check out the numbers” or “do your homework” before making the gift?
DonorsTrust clients often ask us our opinion about groups they are considering supporting. Conducting that due diligence is one of the benefits of working with us.
If you’d ever like to do some simple …read more »
This year, you will become a philanthropist.
I know it is possible, and you and the world will be better off because of it. And to get there, let’s follow a well-documented scientific theory: the Inverted Underpants Gnome Strategy.
Before we outline that strategy, though, let’s talk about habits. The idea of upping our charitable giving – or making any …read more »
This is Denise Weaver’s story, the fifth installment in our Client Stories series which shares how different clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Ann Fitzgerald here.
Let’s talk about money.
Good friends know I’m always delighted to talk about how to maximize a personal budget or how to use …read more »
Once again, year-end has snuck up upon many of us. And this year, your approach to year-end philanthropy may change from previous years as a result of the 2017 tax overhaul.
Of course, many of the same year-end considerations continue to apply. Don’t despair. By acting quickly, time remains for some effective year-end giving.
The New Law’s Impact
Among the …read more »
In honor of Veterans’ Day, we are sharing a chapter from the Philanthropy Roundtable’s excellent resource on supporting charitable giving to veteran-supporting efforts, Uniform Champions: A Wise Giver’s Guide to Excellent Assistance for Veterans by Thomas Meyer. This section explores the effort of the non-profit CODE to overcome initial failure and better measure its efforts to find meaningful work for …read more »
Shrek was a breakout hit in 2001. As I often am with movies, I came late to the Shrek party, having watched it for the first time just the other day with my two little girls. (Spoilers ahead, but you’ve probably seen it already).
You probably watched it in a more timely fashion, and so remember the story: An ornery …read more »