Category Archives: Strategic Giving

The Philanthropic Path for Improving Lives

The Philanthropic Path for Improving Lives

There are many reasons I failed miserably as a child lemonade-stand entrepreneur. Chief among them was my 8 year old self’s inability to understand marginal utility, price theory, and advertising placement. Well, that and the fact it was a hot day, and I was so thirsty that I consumed my limited supply.

But I did get something right. I understood …

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Giving With Family: Using a Donor-Advised Fund to Engage the Next Generation

Giving With Family: Using a Donor-Advised Fund to Engage the Next Generation

Are you involving the next generation in your charitable decision-making? A surprising result from the 2014 US Trust Study of High Net Worth Philanthropy suggests that many families are not working together to make giving decisions.

Fewer high net worth households report having family traditions around giving (41.3 percent) than those that do not have family traditions around giving (58.7

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Know the “how” in addition to the “what” of donor intent

Know the “how” in addition to the “what” of donor intent

Many donors have a sense, even if just in their gut, of the causes and specific charities they want their philanthropic dollars to fund. All of that is meaningless, though, if they can’t be confident that those wishes will be carried out.

An article in today’s Wall Street Journal highlights the difficulties of carrying out donor intent. In “Staying

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Charitable Vehicles: Charitable Lead Trusts

Charitable Vehicles: Charitable Lead Trusts

Charitable lead trusts (CLTs) can be structured in a wide variety of ways.  As a result, they are one of the more complex estate planning tools available.  When well-structured to meet your individual estate plan, a CLT may significantly reduce your estate tax liability, while simultaneously benefiting a valued charity (or charities) for a number of years during your lifetime.  …

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The ease and efficiency of donor-advised funds

The ease and efficiency of donor-advised funds

The Spring issue of Philanthropy magazine highlights a panoply of what it dubs “new flavors in philanthropy.”  Those flavors include different giving strategies, tactics, and vehicles for achieving charitable philanthropy that go beyond checkbook giving, foundations, or your traditional charitable organization.

Under the appropriate headline “Giving Made Easy,” Joanne Florino discusses the history and benefits of donor-advised funds.  …

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