Category Archives: Tax & Estate Planning

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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Giving Under Trump’s Plan: Is It Better to Give to Charity Now?

Giving Under Trump’s Plan: Is It Better to Give to Charity Now?

Will the new Trump administration’s proposed tax plans affect charitable giving?  And if so, should you increase your giving before the calendar flips to 2017?

Recent articles, such as this Forbes piece by Bernie Kent argue for moving up those donations. The piece suggests it may be advisable now, in 2016, to accelerate gifts you might otherwise make next year …

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Non-Cash Year-End Giving Opportunities

Non-Cash Year-End Giving Opportunities

Year-end is at hand.  With year-end comes year-end tax planning, including your last chance to make a charitable donation and claim a tax deduction for the 2016 tax year.  Here are a few ways of giving that go beyond simply giving cash for your year-end charitable donations.

Direct IRA Distributions to Qualified Charities

Do you have a large balance in …

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