Category Archives: Tax & Estate Planning

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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Why Peter Gives: A Chance Encounter with DonorsTrust

Why Peter Gives: A Chance Encounter with DonorsTrust

This year, we have been sharing first-hand stories of how clients use their DonorsTrust donor-advised accounts in different ways. Here is Peter Flinch’s story, the third installment in our series. You can read the previous article from Frayda Levy here.

At 50 in 1992, I was laid-off from corporate, middle management into a new life as a “premature, early …

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Donating Bitcoin and Other Convertible Virtual Currency

Donating Bitcoin and Other Convertible Virtual Currency

By now, pretty much everyone is familiar with the virtual currency phenomena, especially Bitcoin. Bitcoin (as well as other virtual currencies) is well on its way to general acceptance. But, as is the case with every new financial concept, the tax treatment of virtual currency is still far from certain.

This uncertainty is glaringly evident in the case of virtual …

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The Charitable Hub: Streamline Your Giving with a DAF

The Charitable Hub: Streamline Your Giving with a DAF

There are many methods and platforms for carrying-out your charitable giving. Simplest, of course, is a direct cash gift to a charity of your choosing. More complex charitable giving usually involves an “intermediate” charitable vehicle as part of your charitable giving plan.

Common charitable vehicles are charitable remainder trusts, charitable lead trusts, private foundations and supporting organizations. In recent years, …

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