Category Archives: Strategic Giving

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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Simple, Strategic Giving with a Donor-Advised Fund

Simple, Strategic Giving with a Donor-Advised Fund

You may have heard it said that donor-advised funds are the fastest growing charitable giving tool and rapidly becoming the most popular option available.

But why is that? How do they actually work? What does it take to open one? And are they only for millionaires?

Answering Your Questions on Donor-Advised Funds

In this interview with Institute for Justice, …

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Indistractable in Giving: Three Tips for Focus

Indistractable in Giving: Three Tips for Focus

How’s your focus?

Is it a challenge to single-task?

There’s no shame in recognizing it.

We’re all easily distracted.

That’s why so many articles start with crazy-short sentences like this!

That goes for work, for play, for giving…for everything.

If you need proof we can change our hap-hazard ways, look no further than Nir Eyal’s book Indistractable: How to Control

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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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