AEF Insights Blog

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

By Eric Kinaitis

By Ken Nopar, VP-Senior Philanthropic Advisor

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:

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

By Ken Nopar, VP-Senior Philanthropic Advisor

By Eric Kinaitis, Editor

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.

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.

By Ken Nopar, VP-Senior Philanthropic Advisor

_{An earlier version of this column was printed in Financial Advisor}