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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.

Conversions of Private Foundations to Donor Advised Funds

Submitted by American Endowment Foundation on July 26th, 2021

By Kirk Hoopingarner, Attorney & Partner, Quarles & Brady, Chicago

For many years, donors have utilized private grant making foundations for charitable giving.  Organized as either trusts or corporations, such entities have served as a means for making substantial tax deductible contributions while spreading out the actual contributions to charities over many years.

Tags:
  • private foundations
  • terminating a private foundation
  • Read more

How DAFs Can Be Helpful to Charities, Donors, and Society

Submitted by American Endowment Foundation on July 19th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in Wealth Management.

Tags:
  • opening a daf
  • Read more

Keeping the Next of Kin as a Client

Submitted by American Endowment Foundation on July 5th, 2021

 

By Eric Kinaitis

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Why Clients Should Discuss Their DAF Accounts with Their Successor Advisors

Submitted by American Endowment Foundation on June 28th, 2021

By Ken Nopar, VP - Senior Philanthropic Advisor

Many clients regularly review and update their estate plans, and more have done so over the past year than in normal years. Similarly, many clients with DAF accounts have contemplated whether their donor advised fund succession or disposition plan is still appropriate.

Tags:
  • successor advisor
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Help Donor Clients Get More Out of Their Giving: Guidelines from Philanthropic Advisors

Submitted by American Endowment Foundation on June 21st, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

Over the years, many financial, legal, and tax advisors who have worked with American Endowment Foundation (AEF) have requested information & guidance to help their clients become more effective donors. This is true both for clients who are new to philanthropy as well as those who have been active for some time.

Tags:
  • charitable giving
  • philanthropic advisors
  • Read more

Vacation Homes & Uninterested Heirs

Submitted by American Endowment Foundation on June 14th, 2021

 

By Eric Kinaitis

With the summer vacation season coming up, many can reminisce on past times with family filled with fond vacation 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.

Tags:
  • real estate
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Leaving a 401(k) to Charity: What Advisors Need to Know

Submitted by American Endowment Foundation on May 24th, 2021

By Dawn Jinsky, CPA, CFP®  , Guest Columnist

Tags:
  • 401(k)
  • charitable giving
  • Read more

Why Younger Donors Open Donor Advised Funds

Submitted by American Endowment Foundation on May 10th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

The average age of donors who create donor advised fund accounts has steadily decreased in recent years. Many still open and contribute to DAF accounts in retirement, but increasingly, more establish them while they are still working.

Tags:
  • opening a daf
  • Read more

Increasing Contributions to an Existing Donor Advised Fund

Submitted by American Endowment Foundation on May 3rd, 2021

By Gavin Morrissey, Guest Columnist

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Giving a 2nd Life to Life Insurance

Submitted by American Endowment Foundation on April 26th, 2021

 

By Eric Kinaitis

Tags:
  • insurance
  • Read more
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