charitable Archive

8 Jun 2017

Shh! Don’t Call it a “Charitable” Strategy

Advanced charitable strategies like charitable remainder trusts (CRTs) are one of the few remaining ways that individuals can lower their taxes significantly if the circumstances fit.  So why aren’t CRTs and other similar strategies more widely used?
6 Jan 2017

6 Ways to Start the Year Off Right, Financially

Now that the partying is over, and reality has set in, it’s time to get down to business.
1 Mar 2016

Why We Must Stand Up Against Philanthropy-Bashing

Another mega-gift announced.  Another article disparaging the gift and criticizing the donor and the recipient organization.  We’ve seen this movie before.  
16 Feb 2016

What’s In a Name? Three Tips for Your Next Naming Opportunity Gift

In the second episode of the new Showtime series Billions, lead character / billionaire hedge fund manager Bobby Axelrod (played by Damian Lewis) visits with the head of a prestigious venue named Ellis Eads Hall
30 Sep 2015

When Giving Feels Right: I Second That Emotion

There are some songs that, when I hear them, immediately make me well up with emotion for various reasons: Super Trouper by ABBA (killer harmonies always get me); the entire Travis album The Man Who (reminds me
16 Jul 2015

Should You Sign an Enforceable Gift Pledge?

Charities love them.  Donors, not so much.  The enforceable pledge is a double-edged sword, with advantages and disadvantages to charity and donor alike. As a generous donor who is bound to be solicited for a major gift
9 Jul 2015

In Defense of a $400 Million Gift – A Fundraiser’s Perspective

When Harvard announced that billionaire John Paulson had made a $400 million gift to name the university’s School of Engineering and Applied Sciences, you would think that the philanthropic community would applaud such a mega-gift.
2 Jun 2015

Fallout from the Cancer Charities Fraud: How to Protect Yourself as a Donor

The non-profit world was reeling recently in the wake of the announcement by the Federal Trade Commission that they, along with all 50 states and the District of Columbia, had filed a complaint against four cancer charities,
24 Mar 2015

Three Lessons from the Estate of Ronald Read

What happens when a man who looked like he couldn’t rub two nickels together turns out to have amassed $8 million?  He gets a lot of attention.
18 Feb 2015

Three Reasons Why a Private Foundation May Not Be Right For You

For donors who wish to control their philanthropic giving, forming a private foundation can be alluring.