Rolling over a donor-advised fund from one provider to another is a simple process. In…
Peter LipsettSeptember 19, 2023
This is Denise Weaver’s story, the fifth installment in our Client Stories series which shares how…
Denise Chaykun WeaverDecember 11, 2022
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