You’re invited to join us for an informational 

presentation on A Portfolio Approach to Planned Giving 

Led by DonorsTrust (A donor-advised fund for liberty-minded donors) COO and CFO Jeff Zysik &

Vice President Peter Lipsett 

 

Topics covered include: 

 – Tax law changes

– How to avoid mistakes that undermine donor intent

– Details of wisely structuring outright gifts from your estate

– Using charitable vehicles wisely 

– Important tools to create income streams & pass

– wealth on with minimal tax implications