Donor IntentStrategic Giving 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…Stephanie G. LipsSeptember 5, 2019
PhilanthropyStrategic GivingTax & Estate Planning Charitable Solutions Guide: Picking, Saving, Bunching The end of the year isn’t the only time to make charitable gifts. In fact,…Peter LipsettAugust 30, 2019
Donor-Advised FundsStrategic GivingTax & Estate Planning The Bunching Strategy for Charitable Giving If you read the popular press, you’ve probably read or seen headlines about the “bunching”…Jeff ZysikAugust 26, 2019
PhilanthropyStrategic Giving Planning for Unexpected Risk: Lessons from Falling Trees …The way is clear, The light is good, I have no fear, No, no one…Lawson BaderJuly 16, 2019
Donor-Advised FundsStrategic GivingTax & Estate Planning The Portfolio Approach to Planned Giving When formulating your estate, gift and income tax plan, first and foremost define your goals.…Jeff ZysikMay 29, 2019
InterviewsNovus SocietyStrategic GivingWhy DonorsTrust Why Melanie Gives: Thinking Like a Giver Is filling the needs in our communities enough? How can we increase or charitable impact?…DonorsTrustApril 19, 2019
Liberty MovementNovus SocietyStrategic Giving Opportunity for Women with the Freedom Movement We regularly share insights from an expert in the liberty movement on how we might…Peter LipsettFebruary 22, 2019
Strategic GivingTax & Estate Planning Charitable Remainder Trusts (CRT): Charitable Tools Explained What if you would like to benefit charity, but the need for an income stream…Jeff ZysikFebruary 12, 2019
PhilanthropyStrategic Giving 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…DonorsTrustFebruary 5, 2019
Novus SocietyStrategic Giving Build Charitable Habits with Help from Underpants Gnomes This year, you will become a philanthropist. I know it is possible, and you and…Peter LipsettJanuary 11, 2019