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The Ease of Transferring an Existing Donor Advised Fund

By Eric Kinaitis

In 2018, over $53 million in assets were transferred from other donor advised fund administrators to American Endowment Foundation (AEF). Why?

Current financial advisors have shared a variety of reasons, including:

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About AEF

We put our independence and integrity to work for you.

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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The Ease of Transferring an Existing Donor Advised Fund

Submitted by American Endowment Foundation on April 15th, 2019

By Eric Kinaitis

In 2018, over $53 million in assets were transferred from other donor advised fund administrators to American Endowment Foundation (AEF). Why?

Current financial advisors have shared a variety of reasons, including:

Old MacDonald Had a Farm ... and a Donor Advised Fund

Submitted by American Endowment Foundation on April 8th, 2019

By Eric Kinaitis

Simple Steps to Successful Estate Planning for your Clientele

Submitted by American Endowment Foundation on April 1st, 2019

By Eric Kinaitis

Articles on death planning in the financial services industry underscore a point: no one likes thinking about our ultimate end.

However, as a financial planner or advisor, being able to embrace this difficult topic may prove to be a niche that can set your practice apart and provide a valuable and holistic service to your clientele.

© 2019 American Endowment Foundation. All rights reserved.