Category Archives: Strategic Giving

Charitable Remainder Trusts (CRT): Charitable Tools Explained

Charitable Remainder Trusts (CRT): Charitable Tools Explained

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 …

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Assessing Non-Profit Health: What a 990 Can Tell You

Assessing Non-Profit Health: What a 990 Can Tell You

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 …

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Build Charitable Habits with Help from Underpants Gnomes

Build Charitable Habits with Help from Underpants Gnomes

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 …

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Why Denise Gives: Getting Started

Why Denise Gives: Getting Started

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 …

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Tax-Efficient Giving Tactics for the End of 2018

Tax-Efficient Giving Tactics for the End of 2018

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 …

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Effective Veterans Philanthropy: A Case Study

Effective Veterans Philanthropy: A Case Study

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

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Starting Over with a Donor-Advised Fund

Starting Over with a Donor-Advised Fund

An accurate, albeit overused phrase is “to wipe the slate clean”. While perhaps outdated in its technology (what 25-year-old has ever experienced a classroom ‘slate’?), the reference to starting over again is clear.

I’m sympathetic to the notions of grace, forgiveness, success and failure that provide the basis for the philosophical concept of starting over (again).  But, let’s be honest, …

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