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Clients frequently have charitable aspirations, too. It is a thrill to help them fulfill their goals, especially when they thought it might not be possible. One common tool that makes donating easy is the Donor Advised Fund (DAF). Families often choose to establish a DAF because it offers flexibility and the opportunity for all family members to participate in the charitable grant-making. DAF’s can be a tool for introducing children and grandchildren to the process of investing, too.

To learn more: Download Chapter Eight, Charitable Aspirations.

Entrust is proud to report that a primary firm charitable goal—full funding of an endowed scholarship for a student with financial need to attend Temple University for four years, tuition fully paid—was fulfilled in 2018. Contributions to the My Best Teacher Scholarship Fund, established in memory of Joslyn’s late husband Don Ewart, are ongoing.

Since 2018, Entrust has made leadership gifts to BalletX, particularly in support of work created by women choreographers. We are pleased to share recognition received for our firm charitable commitment:

Other worthy organizations our Entrust team members support

Junior League of Philadelphia
Philadelphia Center for Advancing Entrepreneurs
IMPACT 100 Philadelphia
Adoptions from the Heart
Women’s Resource Center
Ed Snider Youth Hockey Foundation
Mission Kids Child Advocacy Center

One source of gifts is that 100% of the proceeds from the sale of Joslyn G Ewart’s book, Balancing Act: Wealth Management Straight Talk for Women, are donated to charitable causes.

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Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
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We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.

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