Sharing With Our Community

Photo courtesy of Temple University

We have a long-standing commitment to sharing with our community.

We recognize our abundance and cherish helping others as an expression of our gratitude. Naturally each of our Entrust team members has different interests. Therefore, our company policy is to donate $2 for every dollar donated by a team member, to the charity of their choice. We also grant time during the workday for team members to volunteer in support of the causes that mean the most to them.

Entrust is proud to report we were recently awarded B-Corp Certification. Read more: click here

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.
Visit: balancingactbook.com and download your Charitable Planning Roadmap from Chapter 8 of the Resources tab.

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: http://philadelphia.cbslocal.com/2017/01/29/positively-philadelphia-joslyn-ewart/

Other worthy organizations our Entrust team members support

Junior League of Philadelphia
Girls on the Run
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.