Two Key Pitfalls To Avoid When Gifting Closely-Held Business Interests - Part Two
Submitted by American Endowment Foundation on September 16th, 2019By Laura Malone
Part Two of a Two-Part Series
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Two Key Pitfalls To Avoid When Gifting Closely-Held Business Interests - Part One
Submitted by American Endowment Foundation on September 9th, 2019By Laura Malone
Part One of a Two-Part Series
Give Strategically: Consider Gifts of Appreciated Assets Now Rather Than at Year End
Submitted by American Endowment Foundation on August 19th, 2019By Sarah Tomeo Hertzog & Martin Hall, Guest Columnists, Ropes & Gray LLP
Which Clients Should Open Donor Advised Funds
Submitted by American Endowment Foundation on July 22nd, 2019By Ken Nopar
Help For An Aging Family Member Using Charitable Tools
Submitted by American Endowment Foundation on June 24th, 2019By Johnne D. Syverson, Guest Columnist, Syverson Strege & Co
Have you ever had a client whose aging relative could use some financial assistance to help pay for their care, but did not feel good about dumping a large lump sum on them with no tax benefits in sight? Here is an idea that has helped a few of our clients in that situation.
Roth IRA : Tax-Free Conversions Through a Donor Advised Fund
Submitted by American Endowment Foundation on June 3rd, 2019
By Eric Kinaitis
How Clients Benefit From Discussing Charitable Planning With Their Advisors
Submitted by American Endowment Foundation on May 6th, 2019By Ken Nopar, Senior Philanthropic Advisor
How Advisors Benefit From Having Charitable Conversation With Clients
Submitted by American Endowment Foundation on April 22nd, 2019By Ken Nopar, Senior Philanthropic Advisor
The Ease of Transferring an Existing Donor Advised Fund
Submitted by American Endowment Foundation on April 15th, 2019By Eric Kinaitis
In 2018, over $53 million in assets were transferred from other donor advised fund administrators to American Endowment Foundation (AEF). Why?
Current financial advisors have shared a variety of reasons, including:
12 Signs During Tax Season That Clients Need Help with Charitable Planning
Submitted by American Endowment Foundation on March 25th, 2019By Ken Nopar, Senior Philanthropic Advisor
Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.
