Category Archives: Tax & Estate Planning

Charity Beyond 2016: Will a New President Change Giving?

Charity Beyond 2016: Will a New President Change Giving?

The three presidential debates this year featured plenty of discussion about charitable activities (or, more accurately, the questions surrounding those activities). Absent, however, was any discussion of how charitable donors across the country will fare should either candidate win and manage to pass his or her respective tax policies.

Carol Kroch, managing director of wealth and philanthropic planning at Wilmington …

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DonorsTrust Bequest Accounts: A How-To Guide

DonorsTrust Bequest Accounts: A How-To Guide

Donor-advised funds offer an excellent means to handle your annual giving. However, a donor-advised account is also a helpful, secure way to handle your charitable legacy after your death. At DonorsTrust, we offer a special type of donor-advised account called a Bequest Account that is established upon death that serves to protect and preserve your legacy in line with your …

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Planned Giving with a Donor-Advised Fund

Planned Giving with a Donor-Advised Fund

Allan* found professional success in real estate. He credited that success to many factors, but always appreciated the free-market system that gave him the opportunity to flourish. In return he promoted those ideals through his charitable giving. He had a special place in his philanthropy for organizations cultivating the values of liberty and free enterprise for future generations.

Several years …

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Frequently Asked Questions from Freedom Fest

Frequently Asked Questions from Freedom Fest

Last week, several of us from DonorsTrust attended Freedom Fest, the annual gathering in Las Vegas of libertarian and conservative thinkers, activists, leaders, and donors. At our booth, we had terrific conversations with conference participants. These folks asked wide-ranging questions. I thought it might be useful to compile the most common of them, along with the same answers we gave …

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The Sitcom Effect Can Ruin Your Charitable Legacy

The Sitcom Effect Can Ruin Your Charitable Legacy

You’ve surely seen this trope play out on most any sit-com tv show you’ve watched. Person A does something, and person B observes what person A does but completely misinterprets it. A mess is created and hilarity ensues. Twenty minutes later, person A and B finally have a conversation. All is resolved as poignant music plays underneath.

That’s all well …

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