Remembering Whitney Ball Page

Early Monday morning, August 17, the liberty movement and all of philanthropy lost a great friend with the passing of Whitney Ball.

Whitney had battled breast cancer for many years, never letting it distract from her passion for work or from fully enjoying life.

Giving Resources Page

Below are a variety of articles, books, and other resources that may offer some additional insight as you develop your philanthropic strategies. Donor-Advised Funds & Strategic Giving 5 Donor Advised…

Bequest Accounts & Planned Giving Page

Bequest Accounts & Planned Giving How will your charitable intentions be managed after your lifetime?  Perhaps more importantly, will they be managed in accordance with your principles? Your after-death charitable…

Privacy Policy Page

Your use of this Web site is subject to the following Terms and Conditions. By accessing this Web site, you acknowledge that you have read and accept the Terms and…

Charitable Vehicles: Charitable Lead Trusts Blog Post

Charitable lead trusts (CLTs) can be structured in a wide variety of ways.  As a result, they are one of the more complex estate planning tools available.  When well-structured to…

The ease and efficiency of donor-advised funds Blog Post

The Spring issue of Philanthropy magazine highlights a panoply of what it dubs “new flavors in philanthropy.”  Those flavors include different giving strategies, tactics, and vehicles for achieving charitable philanthropy…

Does Donor Intent Still Matter? Blog Post

Martin Morse Wooster’s new post on Philanthropy Daily, “The hidden dangers of donor intent,” looks back at decades of addressing the issue of donor intent to assess whether the topic…