Home (old)

Experience giving like you never have before

The Advise Us Fund® is a donorcentric and independent nonprofit organization devoted to perfecting the giving experience. We start with your needs and remain focused on you. We make your philanthropic experience easy and efficient.

Donors
Donors
Start Your Giving
Experience

Focus on your legacy, donate to your charities of choice, and take advantage of financial and tax planning benefits. Our donor-advised fund and planned giving options make your experience easy, fulfilling and cost-effective.

 

Professionals
Professionals
Deepen Your Client Relationship Experience
Focus on your client relationships and leverage a trusted voice to speak with you and your clients about achieving their legacy. Our advanced giving options for you and your clients advance their legacy and strengthen your relationships. Start achieving your clients’ charitable, financial and tax planning goals with an independent professional partner.

 

Charities
Charities
Develop Your Donor Relationship Experience
Focus on your donor relationships with an experienced partner that helps you access the tools and techniques you need to efficiently and effectively meet donor requirements. Our planned giving options expand your donor relationships and help develop new opportunities.

 

Our goal is to perfect the giving experience with you.

The New Tax Law’s Effect on Charitable Giving: Separating Fact from Speculation

The New Tax Law’s Effect on Charitable Giving: Separating Fact from Speculation

The Tax Cuts and Jobs Act of 2017 is the legislative centerpiece of President Trump’s first year in office.  The law increases the standard deduction, likely reducing taxpayers’ motivation to itemize deductions. While experts differ, most expect this change to have a negative effect on charitable giving.  Donors who care about the mission and futures of the nonprofits they support should pay attention to what’s a fact, and what’s speculation, about the potential effects of this far-reaching act.

Strategic Planning and Development: Marital Bliss or Shotgun Wedding?

Strategic Planning and Development: Marital Bliss or Shotgun Wedding?

When your nonprofit organization’s CEO says “Do you take this strategic plan to have and to hold?,” can you say “I do!” with conviction? Being called upon to fund strategies that did not fully consider donors and development is justifiably every fundraiser’s nightmare. Join us May 14 for this free, 2-hour seminar.

The 5.42* Reasons Why Financial Advisors Need the Universal Charitable Deduction

The 5.42* Reasons Why Financial Advisors Need the Universal Charitable Deduction

Representative Mark Walker of North Carolina has proposed the Universal Charitable Deduction which would allow non-itemizers to deduct their gifts in addition to taking the standard deduction.  The bill caps the deduction at one-third of the standard deduction. The charitable community likes the universal concept, but many are wondering if the cap is needed as it can impact gifts from donors who don’t use the itemized deduction.

Financial advisors often speak with their clients about charitable giving and, currently, many of those clients itemize their deductions.  However, if as proposed in the “Big Six” in the Senate’s 9-page plan, the standard deduction would double and the itemized deduction for state and local taxes would not.  If tax reform results in changes that affect the standard deduction, here are the reasons why financial advisors should support the Universal Charitable Deduction:

I Still Haven’t Found What I’m Looking For — The Universal Charitable Deduction

I Still Haven’t Found What I’m Looking For — The Universal Charitable Deduction

I’ve found myself engaged in a good deal of conversations about the charitable deduction in 2017, but I still haven’t found what I am looking for. (Just in case you care, the version of the U2 classic song that I prefer is this one (with Bruce Springsteen).

Today, I spent a second day of 2017 on Capitol Hill.  The National Association of Charitable Gift Planners gathered 800 professionals in Baltimore for its national conference this week.  Fifty of us met with 62 Senator and Representative’s offices.  In fact, we met with staff from 10 of the 26 Members of the Senate Finance Committee. 

Tzedakah, Sadaka, Dāna, Charity: Traditions in Giving

Tzedakah, Sadaka, Dāna, Charity: Traditions in Giving

Over the past 10 days Jews around the world, myself included, observed the High Holy Days, Rosh Hashanah and Yom Kippur. During these days, I along with countless others, turned our thoughts towards Tikkun Olam (repairing the world) and Tzedakah (charity). Between the trio of powerful hurricanes that ripped through the Caribbean and the southeastern United States, powerful earthquakes devastating neighboring Mexico, and the ongoing struggles of poverty, poaching, and refugees in central Africa, there is no shortage of need around the world. As I reflected on my own faith traditions of helping those in need, I was prompted to think about what other faith traditions say about charitable giving, especially during their highest holy days.

The New Tax Law’s Effect on Charitable Giving: Separating Fact from Speculation

The New Tax Law’s Effect on Charitable Giving: Separating Fact from Speculation

The Tax Cuts and Jobs Act of 2017 is the legislative centerpiece of President Trump’s first year in office.  The law increases the standard deduction, likely reducing taxpayers’ motivation to itemize deductions. While experts differ, most expect this change to have a negative effect on charitable giving.  Donors who care about the mission and futures of the nonprofits they support should pay attention to what’s a fact, and what’s speculation, about the potential effects of this far-reaching act.

Strategic Planning and Development: Marital Bliss or Shotgun Wedding?

Strategic Planning and Development: Marital Bliss or Shotgun Wedding?

When your nonprofit organization’s CEO says “Do you take this strategic plan to have and to hold?,” can you say “I do!” with conviction? Being called upon to fund strategies that did not fully consider donors and development is justifiably every fundraiser’s nightmare. Join us May 14 for this free, 2-hour seminar.

I Still Haven’t Found What I’m Looking For — The Universal Charitable Deduction

I Still Haven’t Found What I’m Looking For — The Universal Charitable Deduction

I’ve found myself engaged in a good deal of conversations about the charitable deduction in 2017, but I still haven’t found what I am looking for. (Just in case you care, the version of the U2 classic song that I prefer is this one (with Bruce Springsteen).

Today, I spent a second day of 2017 on Capitol Hill.  The National Association of Charitable Gift Planners gathered 800 professionals in Baltimore for its national conference this week.  Fifty of us met with 62 Senator and Representative’s offices.  In fact, we met with staff from 10 of the 26 Members of the Senate Finance Committee.