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Our Latest Article

IRA Charitable Rollover : Putting an IRA Required Minimum Distribution to Good Use

By Eric Kinaitis

An IRA charitable rollover (also known as a Qualified Charitable Distribution {QCD}) is a means by which a gift to charity can be made from a traditional IRA. That gift does not count as taxable income to the IRA holder( provided they made the gift in the same year) and does count toward their annual Required Minimum Distribution (RMD.)

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Important Dates

2018 Deadlines

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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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IRA Charitable Rollover : Putting an IRA Required Minimum Distribution to Good Use

Submitted by American Endowment Foundation on November 12th, 2018

By Eric Kinaitis

An IRA charitable rollover (also known as a Qualified Charitable Distribution {QCD}) is a means by which a gift to charity can be made from a traditional IRA. That gift does not count as taxable income to the IRA holder( provided they made the gift in the same year) and does count toward their annual Required Minimum Distribution (RMD.)

The Voice of the Advisor: 2018 & Year-End Charitable Giving

Submitted by American Endowment Foundation on November 5th, 2018

By Ken Nopar

Taxes, DAFs, and a Crowded Marketplace

Submitted by American Endowment Foundation on October 29th, 2018

By Eric Kinaitis

According to the BLS, employment growth among financial advisors is expected to grow 15% from 2016 to 2026. So, in a crowded and competitive marketplace, who are the future winners likely to be?

© 2018 American Endowment Foundation. All rights reserved.