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During Market Downturns or Uncertainty, How DAFs Help Clients

By Ken Nopar, VP-Senior Philanthropic Advisor

Whenever there is volatility in the markets, non-profit organizations become concerned that donations will drop. This is again the case this year, and their concern will increase especially if markets have not yet recovered before the busiest giving season at the end of the year.

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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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During Market Downturns or Uncertainty, How DAFs Help Clients

Submitted by American Endowment Foundation on June 27th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

Whenever there is volatility in the markets, non-profit organizations become concerned that donations will drop. This is again the case this year, and their concern will increase especially if markets have not yet recovered before the busiest giving season at the end of the year.

Capital Gains Tax: How to Trim the Tax Bite

Submitted by American Endowment Foundation on June 20th, 2022

By Eric Kinaitis

Although most investors like a bull market, anyone looking to sell appreciated stock is unfortunately going to trigger a tax on capital gains. Periodic changes in the legislative and political climate produces occasional rumblings of a potential increase of capital gains tax.

Common Scenarios for Transitioning a Private Foundation to a Donor Advised Fund

Submitted by American Endowment Foundation on June 13th, 2022

By Jeffay Chang and Anne Gifford Ewing, Capital Group Private Client Services, Guest Columnists

As Baby Boomers age and retire, many older adult children are now coming to grips with private family foundations set up by their parents decades earlier, before donor advised funds (DAFs) were an option for most families.

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