How to Have the Charitable Conversation With Clients Who Are Not Philanthropic
Submitted by American Endowment Foundation on August 6th, 2018By Ken Nopar
AEF Insights Blog
How Placeholder DAFs Save Time and Stress
Submitted by American Endowment Foundation on July 23rd, 2018By Ken Nopar
Using a Donor Advised Fund for Corporate Giving
Submitted by American Endowment Foundation on July 16th, 2018By Eric Kinaitis
The Best Gifts Under the New Tax Law
Submitted by American Endowment Foundation on July 9th, 2018By Andrea Kushner Ross J.D., LL.M - Director, Andrew T. Bishop, CFA - Associate Director, & Jennifer R. Ostberg, CFP ® - Senior Analyst, Bernstein Private Wealth Management Guest Columnists
Now that 2017 is behind us, it’s time to start planning for 2018. Specifically, it’s important to think about charitable gifts. Why?
How A Simple Worksheet Has Grown the AUM of Top Advisors
Submitted by American Endowment Foundation on July 2nd, 2018By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
The Growth of "Side-Car" DAF Accounts
Submitted by American Endowment Foundation on June 25th, 2018By Ken Nopar
In recent months and years, there have been many articles about the rapid growth of donor advised funds, or DAFs, in both the mainstream press and publications for professional advisors. Especially since the passage of the new tax law at the end of 2017, advisors have encouraged their clients to “bunch” their charitable donations into DAF accounts.
Giving a 2nd Life to Life Insurance
Submitted by American Endowment Foundation on June 18th, 2018
By Eric Kinaitis
Historic Opportunity in Charitable Planning: Boomer Business Owners in Transition
Submitted by American Endowment Foundation on June 11th, 2018
By Phil Cubeta, CLU®, ChFC®, CAP®
Guest Columnist
Client Retention: Using Donor Advised Funds to Keep Clients from Straying
Submitted by American Endowment Foundation on June 4th, 2018
By Eric Kinaitis
Roth IRA : Tax-Free Conversions Through a Donor Advised Fund
Submitted by American Endowment Foundation on May 28th, 2018
By Eric Kinaitis
