Continuing our Client Stories series on how DonorsTrust clients use their donor-advised accounts is an interview with Mary Beth Weiss where she shares how she and her husband use their DAF to engage with their giving. You can read the previous installment featuring Daniel Gressel here.
Dick and Mary Beth Weiss are well known to many in the liberty …read more »
Each month we share how current DonorsTrust clients use a donor-advised fund to fulfill their charitable goals in our Client Stories series. Our latest feature focuses on a client who uses his fund to increase his tax-savings and then maximize his impact with the organizations he cares for. You can read the previous installment featuring Gerry Ohrstrom here.
Daniel …read more »
In our Client Stories Series, we share how current DonorsTrust clients use a donor-advised fund to fulfill their charitable goals. This month we feature a client who uses his fund to streamline and simplify his giving so that he can focus on finding new organizations out there doing good work. You can read the previous installment featuring Dan Rothschild here. …read more »
In our Client Stories Series, we share how current DonorsTrust clients use us to advance their charitable goals. This month we feature a member of our Novus Society – a program created to help younger professionals start early and think strategically about their giving. You can read the previous feature about Susan and her account here.
Dan Rothschild is …read more »
In our Client Stories series, we share how real DonorsTrust clients use their donor-advised funds in different ways to achieve their charitable goals both in life and after. This month we feature one such couple who has set up their fund as a bequest account using it to steward their charitable legacy. You can read last month’s feature here. …read more »
This is a continuation of the Client Stories series where we interview real DonorsTrust clients to hear about how they think through their philanthropy and how a donor-advised fund helps them achieve their charitable goals. You can read last month’s article here.
Michael Maibach has been with DonorsTrust from our earliest days. As you’ll discover in this interview, his …read more »
Our Client Stories series continues with Bill and Sarah Walton. In a recent interview, they shared how having a donor-advised account with DonorsTrust allows them to support the causes within the community of liberty that they care about. You can read last month’s installment featuring Sue Scharf here.
Bill and Sarah Walton have been with DonorsTrust since 2014. Bill …read more »
This month, our Client Stories series highlights a bequest client, Evan Scharf and how he and his wife Sue used their DonorsTrust donor-advised fund for planned giving. You can read the previous feature from a Novus client, Melanie Hildreth here.
Evan Scharf today can only speak through the legacy he left behind. He passed away in 2016, before his …read more »
Is filling the needs in our communities enough? How can we increase or charitable impact? In this month’s donor feature, Melanie Hildreth a Novus Society member shares with us how her thinking around charitable giving has shifted by using a donor-advised fund. You can read last month’s feature here.
I joined the Novus Society because they asked me. I have …read more »
What role does privacy play in charitable giving? Why does it matter? In this month’s donor profile, Robert Boyd of Virginia shares with us his perspective on his charitable upbringing and why charitable giving should be a private matter. You can read last month’s feature here.
What inspires your philanthropy?
It comes from several strands, but mainly family background. …read more »