Category Archives: Why DonorsTrust

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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Never Too Soon: The Shock that Taught Me about Planned Giving

Never Too Soon: The Shock that Taught Me about Planned Giving

In late 2016, my two year old son P.D. picked up a guide to planned giving that my husband and I had received.

I’d held onto the mailer, because I was in the process of designing a planned giving program for my organization.

I recognized a perfect image: my cute son holding upside down a brochure titled “It’s Never Too …

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Why Melanie Gives: Thinking Like a Giver

Why Melanie Gives: Thinking Like a Giver

Is filling the needs in our communities enough? How can we increase or charitable impact? In this month’s donor feature, Melanie Hildreth a Novus Society member shares with us how her thinking around charitable giving has shifted by using a donor-advised fund. You can read last month’s feature here

I joined the Novus Society because they asked me. I …

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Why Robert Gives: Privacy in Charitable Giving

Why Robert Gives: Privacy in Charitable Giving

What role does privacy play in charitable giving? Why does it matter? In this month’s donor profile, Robert Boyd of Virginia shares with us his perspective on his charitable upbringing and why charitable giving should be a private matter. You can read last month’s feature here

What inspires your philanthropy?

It comes from several strands, but mainly family background. …

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Growing the Community: DonorsTrust 2018 Progress Report

Growing the Community: DonorsTrust 2018 Progress Report

Too often, free-market organizations fall into the trap of highlighting numbers rather than the humans behind the numbers when discussing their work.

Yet that human factor is what ultimately drives all meaningful change. Strong social entrepreneurs build institutions that help people reach their full potential, be it through relieving immediate needs, solving vexing health challenges, creating beauty and culture or …

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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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Why George & Marilyn Give: A History of Promoting Liberty

Why George & Marilyn Give: A History of Promoting Liberty

This is George and Marilyn’s story, the sixth installment in our Client Stories series which shares how our clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Denise Weaver.

George Pearson and his wife, Marilyn, have been part of the DonorsTrust family for more than a decade. As happens so often, a …

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Why Denise Gives: Getting Started

Why Denise Gives: Getting Started

This is Denise Weaver’s story, the fifth installment in our Client Stories series which shares how different clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Ann Fitzgerald here.

Let’s talk about money.

Good friends know I’m always delighted to talk about how to maximize a personal budget or how to use …

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DonorsTrust Grows Liberty Beyond Grant-Making

DonorsTrust Grows Liberty Beyond Grant-Making

DonorsTrust argued before the United States Supreme Court earlier this week. We also are engaged in a lawsuit with Harvard University over admission policies that discriminate against Asian-Americans. Let’s not forget we help produce educational materials about the importance of property rights, expressed concern over the uncivil tone that flows through today’s electorate, and we interviewed and recommended 30 people …

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Starting Over with a Donor-Advised Fund

Starting Over with a Donor-Advised Fund

An accurate, albeit overused phrase is “to wipe the slate clean”. While perhaps outdated in its technology (what 25-year-old has ever experienced a classroom ‘slate’?), the reference to starting over again is clear.

I’m sympathetic to the notions of grace, forgiveness, success and failure that provide the basis for the philosophical concept of starting over (again).  But, let’s be honest, …

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