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By Ken Nopar, VP-Senior Philanthropic Advisor
Nearly all AEF donors recommend grants to their favorite charities every year, and many are very involved with these organizations. They volunteer, serve on boards and committees, and are advocates for the non-profits.
By Ken Nopar, Senior Philanthropic Advisor
This year has been different from any other during our lifetimes. While some AEF donors traditionally review their charitable plans with their families when they gather to celebrate the holidays, unfortunately, a number of them will not be able to get together in person this year.
By Eric Kinaitis
By Eric Kinaitis
By Eric Kinaitis
By Eric Kinaitis
A planned gift is one that integrates personal, financial, and estate planning goals with a donor’s giving, regardless if the giving is done while they are alive or at the time of their death.
By Eric Kinaitis
According to the BLS, employment growth among financial advisors is expected to grow 7% from 2018 to 2028. So, in a crowded and competitive marketplace, who are the future winners likely to be?
By Ken Nopar, VP-Senior Philanthropic Advisor
By Laura Malone
By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
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