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How Placeholder Funds Saved Advisors and Their Clients at Year-End

By Ken Nopar, Senior Philanthropic Advisor

Though advisors regularly encourage their clients to open up donor advised funds (DAFs) throughout the year, invariably some clients wait and call them in the middle of December and say that they want to open a DAF and contribute stock or other assets. Sometimes it is too late.

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Ebook

Guide to Better Giving

Learn the nine ways that a donor advised fund can make charitable giving better.
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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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How Placeholder Funds Saved Advisors and Their Clients at Year-End

Submitted by American Endowment Foundation on January 20th, 2020

By Ken Nopar, Senior Philanthropic Advisor

Though advisors regularly encourage their clients to open up donor advised funds (DAFs) throughout the year, invariably some clients wait and call them in the middle of December and say that they want to open a DAF and contribute stock or other assets. Sometimes it is too late.

Unlocking the Wealth of C-Corp Shares

Submitted by American Endowment Foundation on January 13th, 2020

By Eric Kinaitis

Although C-corporations today have become a smaller share overall of American business classifications, there are approximately 1.8 million businesses currently that are classified as "C-corps."

Why Clients Decide to Donate Publicly or Anonymously

Submitted by American Endowment Foundation on January 6th, 2020

Editor Note: This article is a complementary viewpoint to a past AEF Insights article on anonymous giving.

By Ken Nopar, Senior Philanthropic Advisor

© 2020 American Endowment Foundation. All rights reserved.