AEF Insights Blog

By Eric Kinaitis

By Laura J. Malone, CAP, CEPA

Vice President of Corporate/Complex Giving

AEF donors are always generous in their support of their favorite charities. It is therefore not surprising that they are continuing to make grants at this unprecedented time despite the turmoil in the financial markets. While donors are looking for ways to make a difference in fighting the battle against COVID-19, many of the organizations they typically support need funding.

By Ken Nopar, Senior Philanthropic Advisor

By Ken Nopar, Senior Philanthropic Advisor

Though advisors regularly encourage their clients to open up donor advised funds (DAFs) throughout the year, invariably some clients wait and call them in the middle of December and say that they want to open a DAF and contribute stock or other assets. Sometimes it is too late.

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 2019:

_{This article originally appeared in Financial Advisor, November 15, 2019.}

By Ken Nopar, Senior Philanthropic Advisor

_{This article originally appeared in WealthManagement, November 8, 2019.}

By Ken Nopar, Senior Philanthropic Advisor

By Eric Kinaitis

SPECIAL NOTE: The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) — waives RMD obligations for the 2020 tax year.  With RMDs suspended for 2020, you can wait until 2021 before you must take your next minimum distribution.