Old MacDonald Had a Farm ... and a Donor Advised Fund
Submitted by American Endowment Foundation on April 8th, 2019By Eric Kinaitis
AEF Insights Blog
Every week, get the latest in best practices and strategies on how donor advised funds can solve a variety of tax & financial planning concerns. Sign up for AEF Insights.
12 Signs During Tax Season That Clients Need Help with Charitable Planning
Submitted by American Endowment Foundation on March 25th, 2019By Ken Nopar, Senior Philanthropic Advisor
Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.
Keeping the Next of Kin as a Client
Submitted by American Endowment Foundation on March 18th, 2019
By Eric Kinaitis
Set Free the Captive Wealth of S-Corp Shares
Submitted by American Endowment Foundation on March 11th, 2019By Eric Kinaitis
Unlocking the Wealth of C-Corp Shares
Submitted by American Endowment Foundation on March 4th, 2019
By Eric Kinaitis
Although C-corporations today have become a smaller share overall of American business classifications, there are approximately 1.8 million businesses currently that are classified as "C-corps."
Impact of Tax Cuts and Jobs Act on Charitable Giving
Submitted by American Endowment Foundation on February 25th, 2019By Ken Nopar, Senior Philanthropic Advisor
I recently attended the Heckerling Institute of Estate Planning conference and was able to meet with many of the leading estate planning attorneys and wealth advisors in the country and hear about their conversations with clients about charitable giving, gift planning and donor advised funds (DAFs).
Avoid the M & A Tax Bomb
Submitted by American Endowment Foundation on February 18th, 2019By Laura Malone
A Legacy Fund: Making Smart Decisions Today for Future Giving
Submitted by American Endowment Foundation on February 11th, 2019By Eric Kinaitis
A legacy fund at American Endowment Foundation (AEF) is a means by which you can use a donor advised fund to support charitable giving in the future for testamentary or estate planning purposes. A legacy fund would receive the gift of assets at a future date when a bequest or similar estate planning strategy takes effect.
Significant Increase in Donor Advised Fund Transfers
Submitted by American Endowment Foundation on February 4th, 2019By Ken Nopar, Senior Philanthropic Advisor
Charitable Benefits from Bargain Sales
Submitted by American Endowment Foundation on January 28th, 2019
By Eric Kinaitis
For many, real estate is the largest asset they own. In fact, real estate is the largest asset class in America, comprising an estimated 43% of America’s total wealth. Yet, less than 3% of total charitable giving comes from gifts of real estate.
