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.
Submitted by American Endowment Foundation on October 25th, 2021
Donors recommend hundreds of grants totaling over $2 million every day that American Endowment Foundation(AEF) quickly approves and sends out.
Submitted by American Endowment Foundation on October 18th, 2021
By Paige Goepfert, Managing Director, Private Client Services, Andersen
Submitted by American Endowment Foundation on October 4th, 2021
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.
Submitted by American Endowment Foundation on September 27th, 2021
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.
Submitted by American Endowment Foundation on September 20th, 2021
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in WealthManagement.
Submitted by American Endowment Foundation on September 13th, 2021
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.
Submitted by American Endowment Foundation on August 30th, 2021
by Gavin Morrissey, JD, LLM, AIF®
Guest Columnist
Submitted by American Endowment Foundation on August 23rd, 2021
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.
Submitted by American Endowment Foundation on August 16th, 2021
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in Advisor Perspectives.
Submitted by American Endowment Foundation on August 2nd, 2021
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.