AEF Insights Blog

Donors recommend hundreds of grants totaling over $2 million every day that American Endowment Foundation(AEF) quickly approves and sends out.

By Paige Goepfert, Managing Director, Private Client Services, Andersen

By Eric Kinaitis, Editor

How many of your clients have a formal written estate plan? If you don’t know that answer, then you may have discovered an opportunity to expand the level of guidance and value that you can offer your clientele.

By Eric Kinaitis

The ability to convert a traditional IRA to a Roth IRA account has been a topic of interest for many high income earners. The income cap that previously existed is no longer in place, allowing those who earn more than $100,000 in income to be able to make a conversion from a traditional IRA to a Roth. 

By Ken Nopar, VP-Senior Philanthropic Advisor

_{This column originally appeared in WealthManagement.}

American Endowment Foundation (AEF) expects year-end to be extremely busy with advisors opening a huge number of new donor advised fund (DAF) accounts in Q4. There have already been a record number of new account openings, markets are at all-time highs, and client awareness and interest continues to grow.

by Gavin Morrissey, JD, LLM, AIF®
Guest Columnist

Every two weeks, American Endowment Foundation (AEF) sends our AEF Guidance for Good newsletter to our donors. These columns are designed to help them achieve their charitable goals.

By Ken Nopar, VP-Senior Philanthropic Advisor

_{This column originally appeared in Advisor Perspectives.}

By Ken Nopar, VP-Senior Philanthropic Advisor

_{This column originally appeared in Financial Advisor.}

The number and size of donor advised fund (DAF) accounts continue to grow. Many clients establish them when their financial, legal and tax advisors inform them of the benefits both to them as well as the charities they support.