How does a donor-advised fund work, anyway?That’s the question we explore in the latest episode…
DonorsTrustMay 7, 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
Wealth advisors play an important role in helping clients plan for their financial future. In…
Lukas DwellyApril 6, 2023
This is Denise Weaver’s story, the fifth installment in our Client Stories series which shares how…
Denise Chaykun WeaverDecember 11, 2022
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
Individuals become wealth advisors for a host of reasons. For many, it’s the thrill of…
Lukas DwellyJuly 14, 2022
DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…
Peter LipsettJune 22, 2022
