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 »
In late 2016, my two year old son P.D. picked up a guide to planned giving that my husband and I had received.
I’d held onto the mailer, because I was in the process of designing a planned giving program for my organization.
I recognized a perfect image: my cute son holding upside down a brochure titled “It’s Never Too …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 »
This is latest installment in our Client Stories, a blog series that shares how our clients use their DonorsTrust donor-advised accounts in different ways to achieve their philanthropic goals. You can read the previous article from George and Marilyn Pearson here.
A client for over a decade, John spent many years in a major U.S. city’s tax and accounting …read more »
This is George and Marilyn’s story, the sixth installment in our Client Stories series which shares how our clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Denise Weaver.
George Pearson and his wife, Marilyn, have been part of the DonorsTrust family for more than a decade. As happens so often, a …read more »
This is Denise Weaver’s story, the fifth installment in our Client Stories series which shares how different clients use their DonorsTrust donor-advised accounts in different ways. You can read the previous article from Ann Fitzgerald here.
Let’s talk about money.
Good friends know I’m always delighted to talk about how to maximize a personal budget or how to use airlines …read more »