Wealth advisors play an important role in helping clients plan for their financial future. In…
Lukas DwellyApril 6, 2023
We often tout the flexibility that comes from a donor-advised fund. One piece of that…
Peter LipsettMay 5, 2022
Since the 2017 Trump tax cuts, you may have seen tax experts and financial advisors…
Jeff ZysikMarch 17, 2022
The recent article “Pros and Cons of a Donor-Advised Fund” in the Wall Street Journal…
Peter LipsettNovember 22, 2021
Whether purchasing clothes, choosing where to buy groceries, partnering with a charity, or curating an…
DonorsTrustAugust 30, 2021
As we discussed in an article published on this site last year, the CARES Act…
Jeff ZysikAugust 26, 2021
Sens. Chuck Grassley (R-Iowa) and Angus King (I-Maine) recently introduced legislation that, if enacted, would…
Carolyn BoltonJune 29, 2021
Dementia sucks! The Catholic schoolgirl in me doesn't like using that kind of language, but…
Stephanie G. LipsJune 27, 2021
You’ve likely heard the phrase “All politics is local.” In other words, if politicians aren’t…
Carolyn BoltonJune 17, 2021