AEF Insights Blog

By Eric Kinaitis

With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for days of fun.

By Ken Nopar, Senior Philanthropic Advisor

By Eric Kinaitis

Every week, we appreciate that thousands of readers take time to open our weekly edition of AEF Insights and take part in learning how a donor advised fund can be a solution for a variety of financial management & tax planning concerns.

Enjoy our 10 most read AEF Insights blog articles from 2018:

This article originally appeared in WealthManagement.com, November 16, 2018. Repurposed by permission.

By Conrad Teitell, A.B., LL.B., LL.M., President - Taxwise Giving, President - Tax98.6., Chairman - National Charitable Planning Group, Cummings & Lockwood, Stamford, CT

By Ken Nopar

Recently, an advisor mentioned that one of his clients wanted to have a charitable planning conversation with their family over the holidays, and asked if I had a list of questions he could share with them. Not knowing the family or their goals, I suggested the general questions below to help start the conversation.

By 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 how these successful advisors have used the power of charity to grow their business.

By Eric Kinaitis

By Ken Nopar

By Eric Kinaitis

October is Estate & Gift Planning Awareness Month.

By Dawn Jinsky, CPA, CFP^® & Rebecca Solomon, J.D., LL.M. in Tax, Guest Columnists