Category Archives: Strategic Giving

I Want to Help You Plan Your Legacy for Liberty

I Want to Help You Plan Your Legacy for Liberty

Discussions of Planned Giving can sometimes sound as sterile as a sit-down with your tax advisor or as agonizing as your third root canal – but it really shouldn’t be that way!

When you think deeply about Planned Giving, you’re actually crafting personal answers to the biggest of questions:

“What legacy do I want to leave the world?”

“How can

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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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The Bunching Strategy for Charitable Giving

The Bunching Strategy for Charitable Giving

If you read the popular press, you’ve probably read or seen headlines about the “bunching” strategy. This strategy has become increasingly popular as people adjust to the new standard deduction, which was doubled for tax years beginning with 2018. It’s a strategy that might be of particular interest if you are charitable and seek income tax minimization (don’t we all).…

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The Portfolio Approach to Planned Giving

The Portfolio Approach to Planned Giving

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 …

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Why Melanie Gives: Thinking Like a Giver

Why Melanie Gives: Thinking Like a Giver

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 have …

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Opportunity for Women with the Freedom Movement

Opportunity for Women with the Freedom Movement

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 opportunity and …

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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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