Category Archives: Strategic Giving

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 While perhaps outdated in its technology (what 25-year-old has ever experienced a classroom ‘slate’?), the reference to starting over again is clear.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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The Rich-Only Myth: DAFs as a Tool for All

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 the wrong house. After circling the block and returning to the same modest house that supposedly belonged to a long-time, not-insignificant client, I realized something.

The house was right. My mindset was wrong.

Donor-advised funds often get cited as a tool for the wealthy – …

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College Giving Advice for the Liberty-Minded Donor

College Giving Advice for the Liberty-Minded Donor

Each month, an expert from the liberty movement shares thoughts on how we might be more strategic in our charitable giving. This month, Jacqueline Pfeffer Merrill offers advice for those seeking to support institutions of higher learning in a principled, pro-liberty way. You can read past installments on this topic by James Piereson and Peter Lipsett.

Donors committed to …

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Giving While Normal – Charitable Giving For the Non-Rich

Giving While Normal – Charitable Giving For the Non-Rich

Should you give to charity even if you aren’t rich?

A recent article by Camilo Maldonado in Forbes posits that just because one isn’t among the super-rich – or perhaps not even fully established in a career and financial life – one can still be charitable with one’s dollars and time.

Let’s go straight to what I consider one of …

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