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What Does Independence Mean?

At American Endowment Foundation, we take pride in our independence. However, we realize that there are other donor advised fund (DAF) administrators who make similar claims.

What does independence mean? For those who see such claims of independence, we encourage the following items to consider regarding how independent the DAF provider is:

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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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What Does Independence Mean?

Submitted by American Endowment Foundation on July 15th, 2019

At American Endowment Foundation, we take pride in our independence. However, we realize that there are other donor advised fund (DAF) administrators who make similar claims.

What does independence mean? For those who see such claims of independence, we encourage the following items to consider regarding how independent the DAF provider is:

When to Open Donor Advised Funds vs. Private Foundations?

Submitted by American Endowment Foundation on July 8th, 2019

_{This article originally appeared in Wealth Management, May 29, 2019.}

By Ken Nopar

Help For An Aging Family Member Using Charitable Tools

Submitted by American Endowment Foundation on June 24th, 2019

By Johnne D. Syverson, Guest Columnist, Syverson Strege & Co

Have you ever had a client whose aging relative could use some financial assistance to help pay for their care, but did not feel good about dumping a large lump sum on them with no tax benefits in sight? Here is an idea that has helped a few of our clients in that situation.

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