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
AEF Insights Blog
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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.
How to Have the Charitable Conversation With Clients Who Are Not Philanthropic
Submitted by American Endowment Foundation on August 6th, 2018By Ken Nopar
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
