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Enduring Influence: How to Create a Purposeful Philanthropic Legacy - A Guide For Donor-Advised Funds

by Kris Putnam-Walkerly, Putnam Consulting

A philanthropic legacy is what is being left behind in the world after the donor is no longer around.

By focusing on the lasting difference you want to make, you can create a more purposeful and enduring philanthropic legacy that will continue to inspire and influence positive change for future generations.

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Ebook

Giving While Living

Learn more about the crossroads of retirement planning and charitable giving.
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About AEF

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Our Team

The experience and skill of our dedicated team help donors & advisors manage their charitable efforts.

Getting Started

Step-by-step instructions on how to open your donor advised fund.

Thought

Leadership

Learn from our industry-leading expertise, case studies, Ebooks and more on how donor advised funds can be used.

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Agriculture

Use agricultural commodities such as grain and livestock to help donors implement their charitable wishes.

Bequests

Learn how bequests can be implemented with a donor advised fund.

Building your Financial Practice

Learn how charitable planning and donor advised funds can retain and grow assets.

Charitable Planning Conversation

Learn more about who to talk to and what to ask.

Charitable Trusts

Donor advised funds and charitable trusts can work together in innovative ways.

Choosing a Donor Advised Fund

Learn the 7 questions on how best to determine the right donor advised fund for your interests.

Closely Held Shares

Using S-corp, C-corp, limited partnership and LLC shares can be difficult to use for charitable giving. A donor advised fund can help.

Donors: Advice for Giving

At AEF, we want all donors to make the strongest impact they can for the charitable causes that are important to them.

Estate Planning

A donor advised fund can play an integral role in the estate planning process.

Forced Capital Gains

Mergers & acquisitions can cause a forced capital gains tax bite. A gift to a donor advised fund can solve the tax pain.

IRA Charitable Rollover

Learn the two ways that required minimum distributions can be used for charitable giving.

Life Insurance

Learn about the four ways that life insurance can be used for charity.

Private Foundations

Want to start a private foundation? Learn six issues that need consideration.

Real Estate

Use real estate to make a charitable gift. A donor advised fund can help.

Retirement Planning

Strategies & ideas on how to “give while you live” in retirement. A donor advised fund can help.

Roth IRA Conversion

Learn how a companion donor advised fund can use a Roth IRA conversion for charitable giving.

Scholarships

Create a scholarship through a donor advised fund.

Selling a Business?

Charitable planning and donor advised funds are an overlooked tool in helping a business owner lessen taxes when selling their business.

Tax Savings

Donor advised funds are a powerful tax saving tools.

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Enduring Influence: How to Create a Purposeful Philanthropic Legacy - A Guide For Donor-Advised Funds

Submitted by American Endowment Foundation on June 5th, 2023

by Kris Putnam-Walkerly, Putnam Consulting

A philanthropic legacy is what is being left behind in the world after the donor is no longer around.

By focusing on the lasting difference you want to make, you can create a more purposeful and enduring philanthropic legacy that will continue to inspire and influence positive change for future generations.

How DAFs Help Clients and Charities During Market Uncertainty

Submitted by American Endowment Foundation on May 15th, 2023

How DAFs Help Clients and Charities During Market Uncertainty

Whenever there is uncertainty or volatility in the markets, non-profit organizations worry that donations will drop. The number of donors overall has continued to decrease in the past few decades, yet fortunately bigger donors remain generous so overall giving has remained fairly stable.

Why DAFs Appeal to Childless Clients

Submitted by American Endowment Foundation on April 24th, 2023

By Ken Nopar, Vice President and Senior Philanthropic Advisor, AEF

Flexibility and good advice are key when there's no 'obvious' successor.

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