Ongoing Contributions to a Donor Advised Fund
Submitted by American Endowment Foundation on October 22nd, 2018By Gavin Morrissey, Guest Columnist
AEF Insights Blog
The Power of Estate Planning to Build Your Practice
Submitted by American Endowment Foundation on October 15th, 2018By Eric Kinaitis
October is Estate & Gift Planning Awareness Month.
Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund
Submitted by American Endowment Foundation on October 8th, 2018By Martin S. Schamis, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist
Leaving a 401(k) to Charity: What Advisors Need to Know
Submitted by American Endowment Foundation on October 1st, 2018By Dawn Jinsky, CPA, CFP® & Rebecca Solomon, J.D., LL.M. in Tax, Guest Columnists
Anonymous Charitable Giving
Submitted by American Endowment Foundation on September 24th, 2018By Jordan M. Ware, Guest Columnist
When Cash is Bad: Teaching the Value of Appreciated Assets
Submitted by American Endowment Foundation on September 17th, 2018By 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 one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.
Establish Placeholder Funds and Avoid the Year-end Crush
Submitted by American Endowment Foundation on September 10th, 2018Effective on October 1, 2018, American Endowment Foundation (AEF) will implement a higher minimum fee.
11 Best Practices for Setting Up Family Philanthropy
Submitted by American Endowment Foundation on September 3rd, 2018By Sharna Goldseker, Executive Director, 21/64, Guest Columnist
Socially Aware Investing: No Longer a Fringe Interest
Submitted by American Endowment Foundation on August 27th, 2018
By Eric Kinaitis
Help Your Client Grow Their Good Cause
Submitted by American Endowment Foundation on August 13th, 2018By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.
