Category Archives: Strategic Giving

Keep the Relationship, Change the Means in Your Giving

Keep the Relationship, Change the Means in Your Giving

“But I worry about giving up the relationship I have with the groups I support.”

More than a few people express this fear when we are discussing the benefits of a DonorsTrust donor-advised fund. I understand the sentiment. After years of directly supporting certain groups, it feels strange to jump to a more indirect approach.

However, using a donor-advised fund …

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Basics: Requesting a Grant from Your DAF

Basics: Requesting a Grant from Your DAF

Donor-advised funds offer many terrific benefits, but, at the end of the day, DAFs exist to facilitate one goal – making contributions to your favorite charitable causes. Understanding the processes involved in making those grants, both the seen and unseen, allows clients to more easily use their fund to advance their philanthropic goals.

On the surface, the process is simple. …

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Tax Deductions Aren’t the Reason People Give

Tax Deductions Aren’t the Reason People Give

How will the recent tax bill change the way people give?

Not much, suggests DonorsTrust’s Peter Lipsett in a new op-ed.

This isn’t to say the tax bill will have no effect. Numerous articles discuss the number of itemizing taxpayers will sharply decrease as a result of the changes to the standard deduction. There is every reason to expect …

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Why Ann Gives: Turning the Focus Around

Why Ann Gives: Turning the Focus Around

In 2018, we will continue sharing first-hand stories of how clients use their DonorsTrust donor-advised accounts in different ways. This is Ann Fitzgerald’s story, the fourth installment in our series. You can read the previous article from Peter Flinch here.

How much time do you spend thinking about other people’s money?

If you work for a nonprofit in the …

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Free Speech & The Competition Of Ideas

Free Speech & The Competition Of Ideas

Each month, an expert from the liberty movement shares thoughts on how we might be more strategic in our charitable giving. This month, Dr. Wolf von Laer of Students for Liberty shares how we can partner with the student organizations fighting for first amendment rights on American campuses. 

Organizations that promote the ideas of liberty must embody intellectual honesty. Doing …

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Measuring the Impact of Ideas Organizations

Measuring the Impact of Ideas Organizations

As we have previously discussed, donors give for many reasons (you can read about them here and here). Sometimes a donor contributes simply because she knows the organization’s president, or because he merely likes the look of the direct mail package.

Most donors, though, do seek some sort of return on their charitable investment. Of course, the level …

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Battling Regulation Takes Education and Action

Battling Regulation Takes Education and Action

As a continuation of our Expert Giving series, we asked Adam Brandon, the President of FreedomWorks, to frame the current landscape around government regulation and to share his advice on how donors should think about regulatory reform and the different approaches organizations are taking. 

In school, we all learned that Congress makes the laws. Even Schoolhouse Rock sang to children …

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Alma Mater Giving Done Right

Alma Mater Giving Done Right

Colleges and universities may not have been entirely pleased with the recent federal tax overhaul, but they should be quite satisfied with their advancement offices.

America’s higher education institutions are raking in contributions. The Wall Street Journal headline explains it all: Giving to Colleges Jumps 6.3% to Record $43.6 Billion in Fiscal 2017.

Many donors support their alma maters. …

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Lessons in Collaboration from the Top of a Volcano

Lessons in Collaboration from the Top of a Volcano

I climbed a volcano last week. Let’s face it, you’ve probably done something similar, considering most mountains are merely ex-volcanos, or were birthed through volcanic activity. So “climbing a volcano” is not necessarily a big deal.

Except this particular volcano was alive. Not Mt. St. Helens alive, mind you, but it was hard not to miss the consistent spout of …

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