Blog
The Advise Us Foundation blogs about donor-advised funds and other planned strategies and techniques including charitable remainder trusts and charitable lead trusts. We offer this charitable giving information as a resource for donors, professionals, and charities that provide and plan gifts to non-profit organizations.
Join Us for Our Free Fall Boot Camp: Donor Advised Fund Essentials for Small and Medium Charities
Join Us for Our Free Fall Boot Camp: Donor Advised Fund Essentials for Small and Medium Charities
Estate Planning Procrastination Stopped by a Smartphone
Being a middle-aged man with a family, my wife and I have been reviewing our estate plans with the intention of revising them. 15 years ago, our attorney-led us through a relatively simple process. This time, I am searching for an app to help me manage the process. An app that will give us what we need to do if we plug in answers to a few multiple choice questions. Unfortunately, this app does not exist and I was stuck for a while trying to find out the status of our plans. In lieu a magical app, I have found the following helped me to break the cycle of procrastination in estate planning…
Cycling Advocacy Veterans Seeking to Secure Their Legacy Look to Planned Giving as a Viable Tool
The Active Transportation Alliance partnered with The Advise Us Fund to offer expanded giving options to donors. This new partnership will go a long way in supporting Active Trans in its future development and planned giving efforts. Read more…
Five Questions to Ask Yourself Before Giving to a Charity
Your wallet, your heart and your head must all be open when donating to a charity. The first two are easy: you either have the passion and the funds or you don’t. However, the latter requires you to ask yourself five important questions to give wisely to a reputable charity. Read more…
A Charity’s Reflection on Giving Tuesday
As founder of The Advise Us Fund, I recognize the power of giving. Since starting this nonprofit organization, I’ve seen firsthand that philanthropy makes our communities stronger by helping those in need and supporting causes that are closest to our hearts. We are all motivated by these passions, and The Advise Us Fund is how I exhibit what’s closest to my heart: philanthropy. Read more…
When is the Best Time for Children to Start Giving to Charity?
Most likely you should start now. Your children or grandchildren, as young as three years old, have started learning to share. Charity is another form of sharing – and sharing with your children or grandchildren is another part of your legacy.