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A Legacy Fund: Making Smart Decisions Today for Future Giving

By Eric Kinaitis

A legacy fund at American Endowment Foundation (AEF) is a means by which you can use a donor advised fund to support charitable giving in the future for testamentary or estate planning purposes. A legacy fund would receive the gift of assets at a future date when a bequest or similar estate planning strategy takes effect.

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About AEF

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Our Staff

The experience and skill of our dedicated staff 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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A Legacy Fund: Making Smart Decisions Today for Future Giving

Submitted by American Endowment Foundation on February 11th, 2019

By Eric Kinaitis

A legacy fund at American Endowment Foundation (AEF) is a means by which you can use a donor advised fund to support charitable giving in the future for testamentary or estate planning purposes. A legacy fund would receive the gift of assets at a future date when a bequest or similar estate planning strategy takes effect.

Significant Increase in Donor Advised Fund Transfers

Submitted by American Endowment Foundation on February 4th, 2019

By Ken Nopar, Senior Philanthropic Advisor

Charitable Benefits from Bargain Sales

Submitted by American Endowment Foundation on January 28th, 2019

By Eric Kinaitis

For many, real estate is the largest asset they own. In fact, real estate is the largest asset class in America, comprising an estimated 43% of America’s total wealth. Yet, less than 3% of total charitable giving comes from gifts of real estate.

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