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donor-advised funds

Why you need to know about donor-advised funds

By Lynn Sygiel, editor, Charitable Advisors Michele Thomas Dole has spent her career helping others realize their philanthropic dreams. During the day, she is a senior trust officer at Fifth Third Private Bank. She advises clients about trust administration and estate planning, and builds client relationships to help accomplish their financial goals. For the past […]

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On philanthropy: Seven trends in philanthropy to expect in 2017

By Bruce DeBoskey, The DeBoskey Group, The Denver Post Last year was a great year for philanthropy. It included record levels of giving and impact investing and more strategic approaches to charitable efforts. This year, 2017, will likely launch its own unique trends. I’ll be watching for these highlights: 1. Reduced tax incentives for giving […]

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