Category Archives: Tax & Estate Planning

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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What Evan Left: Sue Scharf on Her Husband’s Legacy Gift

What Evan Left: Sue Scharf on Her Husband’s Legacy Gift

This month, our Client Stories series highlights a bequest client, Evan Scharf and how he and his wife Sue used their DonorsTrust donor-advised fund for planned giving. You can read the previous feature from a Novus client, Melanie Hildreth here.

Evan Scharf today can only speak through the legacy he left behind. He passed away in 2016, before his …

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Why John Gives: DAF Tax Strategies for Different Life Phases

Why John Gives: DAF Tax Strategies for Different Life Phases

This is latest installment in our Client Stories, a blog series that shares how our clients use their DonorsTrust donor-advised accounts in different ways to achieve their philanthropic goals. You can read the previous article from George and Marilyn Pearson here.

A client for over a decade, John spent many years in a major U.S. city’s tax and accounting …

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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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Tax-Efficient Giving Tactics for the End of 2018

Tax-Efficient Giving Tactics for the End of 2018

Once again, year-end has snuck up upon many of us. And this year, your approach to year-end philanthropy may change from previous years as a result of the 2017 tax overhaul.

Of course, many of the same year-end considerations continue to apply. Don’t despair. By acting quickly, time remains for some effective year-end giving.

The New Law’s Impact

Among the …

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Charitable Gift Annuities: Charitable Tools Explained

Charitable Gift Annuities: Charitable Tools Explained

What if you would like to benefit charity, but because you need the income stream they provide you aren’t comfortable parting with your assets? 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). This post discusses Charitable gift annuities; check back next month for …

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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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Tax Law Change: What It Means for Philanthropy

Tax Law Change: What It Means for Philanthropy

What effects can donors expect to see as a result of December’s massive tax overhaul? Did donors miss out on the best time to give or are there tax-advantaged reasons for giving now? And will it even matter for America’s donors?

DonorsTrust president Lawson Bader joined the Bob Harden Radio Show Thursday for a short but wide-ranging discussion that examines …

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Year-End Giving Considerations

Year-End Giving Considerations

We have just flipped the calendar to December. That prompts many of us to ponder our year-end charitable giving.

Some people dash off checks to the same organizations year after year, presumably after giving a bit of thought to the list and making sure their opinions of those groups remain the same.

Others survey the landscape of groups doing good …

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Lawson on the Bob Zadek Show: Transparency and Taxes

Lawson on the Bob Zadek Show: Transparency and Taxes

Our CEO, Lawson Bader had the opportunity to return to the Bob Zadek Show, a libertarian radio segment based in Northern California. Lawson discussed DonorsTrust and some of the top policy issues currently facing philanthropists and non-profits, including donor privacy and tax reform.

The concept of private giving has been integral to the Unites States since the Founding. Recently, …

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