How One Financial Advisor Uses Donor Advised Funds to Multiply His Impact

When Josh Bronstein joined Neuberger Berman nearly a decade ago, he didn’t expect that his second day on the job would introduce him to a tool that would reshape his approach to giving: donor advised funds. Today, Bronstein is not only a passionate advocate for philanthropy in his personal life, but also a strategic advisor…

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Turning Personal Loss into Advocacy, One Railing at a Time

After experiencing a devastating accident that changed her life, JCF Fundholder Ed Kopel turned grief into purpose. His journey from personal loss to public advocacy led to the installation of safety railings across New York City—and a renewed commitment to giving back.

Meet a Charitable Changemaker: Q&A with Financial Advisor David Pelton, RICP®, Senior Vice President at Morgan Stanley

Q&A with Financial Advisor David Pelton, RICP®, Senior Vice President at Morgan Stanley Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide…

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