The Latest Attacks on Philanthropy
In 2021 and for a time after that, commercial donor-advised funds such as Fidelity Charitable…
Peter LipsettFebruary 6, 2025
Is Your Charitable Potential Hiding in Plain Sight?
At DonorsTrust, we speak with lots of people about their charitable giving. Many give generously…
Peter LipsettOctober 1, 2024
Lawson Bader Honored with Prestigious SPN Roe Award
Something pretty cool happened in the 100+ degree weather of Phoenix on August 21st. At…
Peter LipsettSeptember 5, 2024
Embracing the “Same Old Thing”
I love to innovate. I will, to the chagrin of my team, tinker with ideas…
Peter LipsettJune 20, 2024
Donor-Intent Statements: What Purpose Do They Serve?
Page six of the DonorsTrust donor-advised-fund application features a unique box. In it, new clients…
Peter LipsettFebruary 4, 2024
How to Roll Over Your Donor-Advised Fund
Rolling over a donor-advised fund from one provider to another is a simple process. In…
Peter LipsettSeptember 19, 2023
The Benefits of Being Grateful
If you believe the usual polls analyzing New Year’s resolutions, many of us want to…
Peter LipsettNovember 2, 2022
DAFs Are a Swiss Army Knife of Giving Tools
One thing my family and I truly miss since moving out of the city and…
Peter LipsettSeptember 5, 2022
Continued Threats to Donor Freedom
DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…
Peter LipsettJune 22, 2022
The Value of Investment Options in a DAF
We often tout the flexibility that comes from a donor-advised fund. One piece of that…
Peter LipsettMay 5, 2022
