Category Archives: Interviews

Giving Through Crisis: What Donors Think Now

Giving Through Crisis: What Donors Think Now

I’ve corresponded with many of our donor-advised fund clients over the past few days. Like me and perhaps like you, they are often sequestered in their homes. Some are older and see some value in laying low. Several are adjusting to their pre-teen “coworkers” running around in their makeshift home office. Others are going wildly stir-crazy. All are frustrated and …

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Why Daniel Gives: Tax Efficiency to Get the Job Done

Why Daniel Gives: Tax Efficiency to Get the Job Done

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 …

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Why Gerry Gives: To Discover What’s Next

Why Gerry Gives: To Discover What’s Next

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

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How Dan Gives: From Grantee to Donor

How Dan Gives: From Grantee to Donor

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 …

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Simple, Strategic Giving with a Donor-Advised Fund

Simple, Strategic Giving with a Donor-Advised Fund

You may have heard it said that donor-advised funds are the fastest growing charitable giving tool and rapidly becoming the most popular option available.

But why is that? How do they actually work? What does it take to open one? And are they only for millionaires?

Answering Your Questions on Donor-Advised Funds

In this interview with Institute for Justice, …

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DonorsTrust Clients Speak On Why They Use Us

DonorsTrust Clients Speak On Why They Use Us

DonorsTrust is one of more than 1,000 donor-advised fund providers across the country. We represent a segment of those providers known as “mission-driven” funds, but there are many other types offered by national banks, brokerages, and local community foundations.

The core set of features and benefits are synonymous among all of these organizations. DAFs, as donor-advised funds are often abbreviated, …

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How Susan Gives: Carefully Discerning the Future

How Susan Gives: Carefully Discerning the Future

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

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How Michael Gives: A Hands-On Approach to Grateful Giving

How Michael Gives: A Hands-On Approach to Grateful Giving

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

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How the Walton’s Bridge Traditional and Policy Charitable Interests

How the Walton’s Bridge Traditional and Policy Charitable Interests

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 …

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What Evan Left: Sue Scharf on Her Husband’s Legacy Gift

What Evan Left: Sue Scharf on Her Husband’s Legacy Gift

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 …

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