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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.

When is a Grant Recommendation Not Approved?

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.

Tags:
  • grant making
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Stacking Charitable Contributions in 2021

Submitted by American Endowment Foundation on October 18th, 2021

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

Tags:
  • stacking
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Use The Power of Estate Planning To Build Your Practice

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.

Tags:
  • estate planning
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Roth IRA : Tax-Free Conversions Through a Donor Advised Fund

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. 

Tags:
  • roth ira
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Seven Benefits of Establishing Complementary DAFs to Foundations

Submitted by American Endowment Foundation on September 20th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in WealthManagement.

Tags:
  • private foundations
  • Read more

Establish Placeholder Funds, Avoid the Year-end Crush

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.

Tags:
  • placeholder fund
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Beware of Self-Dealing within Private Foundations

Submitted by American Endowment Foundation on August 30th, 2021

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

Tags:
  • private foundations
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Read What Your Clients are Reading ...

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.

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Which Clients Should Open Donor Advised Funds

Submitted by American Endowment Foundation on August 16th, 2021

 

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in Advisor Perspectives.

Tags:
  • opening a daf
  • Read more

How DAFs Enable Advisors To Manage Additional Assets

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.

Tags:
  • appreciated assets
  • opening a daf
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