A donor-advised fund, or DAF, can be one of the simplest and most flexible ways to support the organizations and causes that matter most to you. If you already have a DAF, you may think of it primarily as a convenient way to make charitable gifts. But it can also be a useful tool for planning...

National Advisors Trust recently cited research stating that 85% of women influence or make philanthropy-related decisions and are more likely to spread giving across multiple organizations.  However, according to Trust & Will’s 2025 annual report, about 58% of women in the U.S. still do not have any estate planning documents, or those they have are...

For Marian Jean, supporting the Santa Barbara Maritime Museum is a natural extension of a lifelong love of science, the sea, and Santa Barbara’s unique coastal history. Marian has been connected to the Santa Barbara waterfront for decades. She began volunteering as a naturalist on local whale watch boats in 1996 through the Whale Corps at...