In 2021 and for a time after that, commercial donor-advised funds such as Fidelity Charitable…
Peter LipsettFebruary 6, 2025
Something pretty cool happened in the 100+ degree weather of Phoenix on August 21st. At…
Peter LipsettSeptember 5, 2024
Page six of the DonorsTrust donor-advised-fund application features a unique box. In it, new clients…
Peter LipsettFebruary 4, 2024
Rolling over a donor-advised fund from one provider to another is a simple process. In…
Peter LipsettSeptember 19, 2023
If you believe the usual polls analyzing New Year’s resolutions, many of us want to…
Peter LipsettNovember 2, 2022
One thing my family and I truly miss since moving out of the city and…
Peter LipsettSeptember 5, 2022
DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…
Peter LipsettJune 22, 2022
We often tout the flexibility that comes from a donor-advised fund. One piece of that…
Peter LipsettMay 5, 2022
