Field note 01Questions before considering a donor-advised fund
Understand the sponsor’s role, read the actual terms and describe the problem you hope to solve.
Read this note ↗The Giving FieldField note 01 
Field note 02The reading room
Vivian Brooks
Editorial pen name for articles about estate conversations and planning questions. These bylines identify subject areas, not professional qualifications.
Field note 01Field note 02Prepare for an estate-giving conversation
Bring a clear purpose and a useful question list to the professionals helping with your plans.
Read this note ↗Make room for the practical things
A home for your giving records
Look for an undated ledger with room for recipient, purpose, receipt and review notes. An ordinary notebook is enough to begin.
Read the selection notes →A folder that opens flat
Choose replaceable dividers and a plain cover. Keep private records securely; carry copies of questions to appointments.
Read the selection notes →