In 2021 and for a time after that, commercial donor-advised funds such as Fidelity Charitable…
Peter LipsettFebruary 6, 2025
At DonorsTrust, we speak with lots of people about their charitable giving. Many give generously…
Peter LipsettOctober 1, 2024
Let’s talk about the elephant in the room.Often, one of the biggest obstacles for financial…
Lukas DwellyJuly 3, 2024
How does a donor-advised fund work, anyway?That’s the question we explore in the latest episode…
DonorsTrustMay 7, 2024
Rolling over a donor-advised fund from one provider to another is a simple process. In…
Peter LipsettSeptember 19, 2023
There is an old saying that goes "Rough seas make stronger sailors." The same can…
Lukas DwellyAugust 22, 2023
Wealth advisors play an important role in helping clients plan for their financial future. In…
Lukas DwellyApril 6, 2023
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
