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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.

Recent Increase in DAF Transfers to AEF

Submitted by American Endowment Foundation on January 17th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • transfer
  • Read more

You Helped Your Clients Establish DAF Accounts. Now What?

Submitted by American Endowment Foundation on January 10th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

An earlier version of this article was published in ThinkAdvisor.

Tags:
  • charitable giving
  • Read more

Supercharged Giving: Using a Charitable Lead Trust (CLT) with a Donor Advised Fund

Submitted by American Endowment Foundation on January 3rd, 2022

 

By Eric Kinaitis

Tags:
  • charitable lead trust
  • clt
  • Read more

Four Ways Next Gen Donors Responded to 2020

Submitted by American Endowment Foundation on December 27th, 2021

By Sharna Goldseker, Michael Moody, and Holly Honig, Guest Columnists

Tags:
  • next gen donors
  • Read more

How Divorce Affects Charitable Giving

Submitted by American Endowment Foundation on December 13th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This article originally appeared in ThinkAdvisor.

Tags:
  • charitable giving
  • divorce
  • Read more

How Philanthropic Advisory Firms Can Help Generous Clients

Submitted by American Endowment Foundation on December 6th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This article originally appeared in AdvisorPerspectives.

  • Read more

Supporting Scholarships Through a Donor Advised Fund

Submitted by American Endowment Foundation on November 29th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • scholarships
  • Read more

The Real Significance of Establishing a Donor Advised Fund for Clients

Submitted by American Endowment Foundation on November 22nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This article originally appeared in WealthManagement.

  • Read more

20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2021

Submitted by American Endowment Foundation on November 15th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in ThinkAdvisor.

Tags:
  • charitable planning
  • Read more

Should Clients Donate Now or Later?

Submitted by American Endowment Foundation on November 8th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

  • Read more
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