Wealth advisors play an important role in helping clients plan for their financial future. In…
Lukas DwellyApril 6, 2023
If you believe the usual polls analyzing New Year’s resolutions, many of us want to…
Peter LipsettNovember 2, 2022
One thing my family and I truly miss since moving out of the city and…
Peter LipsettSeptember 5, 2022
Individuals become wealth advisors for a host of reasons. For many, it’s the thrill of…
Lukas DwellyJuly 14, 2022
DonorsTrust CEO Lawson Bader last year wrote a piece on “The Quiet End of Donor…
Peter LipsettJune 22, 2022
We often tout the flexibility that comes from a donor-advised fund. One piece of that…
Peter LipsettMay 5, 2022
Why should I care about my legacy plans? I mean, I have nine lives, don’t…
Stephanie G. LipsMarch 25, 2022
In our Client Stories series, we interview DonorsTrust clients on their philanthropy to share wisdom…
DonorsTrustMarch 18, 2022
At the end of Candide, Voltaire's protagonist settles into a new view of the world. “I…
Stephanie G. LipsSeptember 8, 2021