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Our Latest Article

Substantiating Charitable Gifts Explained

This article originally appeared in WealthManagement.com, November 16, 2018. Repurposed by permission.

By Conrad Teitell, A.B., LL.B., LL.M., President - Taxwise Giving, President - Tax98.6., Chairman - National Charitable Planning Group, Cummings & Lockwood, Stamford, CT

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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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Substantiating Charitable Gifts Explained

Submitted by American Endowment Foundation on December 17th, 2018

This article originally appeared in WealthManagement.com, November 16, 2018. Repurposed by permission.

By Conrad Teitell, A.B., LL.B., LL.M., President - Taxwise Giving, President - Tax98.6., Chairman - National Charitable Planning Group, Cummings & Lockwood, Stamford, CT

Charitable Planning Questions Families Should Address

Submitted by American Endowment Foundation on December 10th, 2018

By Ken Nopar

Recently, an advisor mentioned that one of his clients wanted to have a charitable planning conversation with their family over the holidays, and asked if I had a list of questions he could share with them. Not knowing the family or their goals, I suggested the general questions below to help start the conversation.

How Supporting Charitable Causes Can Help Build AUM

Submitted by American Endowment Foundation on December 3rd, 2018

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share how these successful advisors have used the power of charity to grow their business.

© 2018 American Endowment Foundation. All rights reserved.