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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.

Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving

Submitted by American Endowment Foundation on April 12th, 2021

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

Tags:
  • charitable giving
  • chnpts
  • closely-held shares
  • non-publicly traded stock
  • noncash assets
  • taxes
  • Read more

High Net Worth Individuals + Donor Advised Funds = More Success

Submitted by American Endowment Foundation on March 29th, 2021

 

By Eric Kinaitis

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Eight Reasons Why Older Clients Like Donor Advised Funds

Submitted by American Endowment Foundation on March 22nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

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What Does Independence Mean?

Submitted by American Endowment Foundation on March 15th, 2021

At American Endowment Foundation, we take pride in our independence. However, we realize that there are other donor advised fund (DAF) administrators who make similar claims.

What does independence mean? For those who see such claims of independence, we encourage the following items to consider regarding how independent the DAF provider is:

Tags:
  • independence
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The Gift That Keeps on Giving: Tax Breaks Renewed for 2021

Submitted by American Endowment Foundation on March 1st, 2021

By Jennifer Ostberg, VP-Director of Wealth Strategies & Robert Dietz, VP-Director of Wealth Strategies, Bernstein Private Wealth Management, Guest Columnists

Tags:
  • tax breaks
  • Read more

Amid the Crises in 2020, DAFs Continued to Expand

Submitted by American Endowment Foundation on February 22nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

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Set Free the Captive Wealth of S-Corporation Shares

Submitted by American Endowment Foundation on February 1st, 2021

By Eric Kinaitis, Editor

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What Does Your Client Want to Do in Retirement?

Submitted by American Endowment Foundation on January 25th, 2021

 

By Eric Kinaitis

As a trusted advisor to your clients, you are likely heavily involved in helping them think and plan about the financial matters that will provide them with a nest egg to support them in their retirement years.

Tags:
  • retirement planning
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A Legacy Fund: Making Smart Decisions Today for Future Giving

Submitted by American Endowment Foundation on January 18th, 2021

By Eric Kinaitis

A legacy fund at American Endowment Foundation (AEF) is a means by which you can use a donor advised fund to support charitable giving in the future for testamentary or estate planning purposes. A legacy fund would receive the gift of assets at a future date when a bequest or similar estate planning strategy takes effect.

Tags:
  • legacy fund
  • Read more

Why Private-Label DAFs Have Fallen in Popularity

Submitted by American Endowment Foundation on January 7th, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

An earlier version of this column was printed in Financial Advisor

Tags:
  • private-label DAFs
  • Read more
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