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By Ken Nopar, Senior Philanthropic Advisor
Nearly all financial advisors, estate planning attorneys, and CPAs support charities every year. Many are on their boards or professional advisory committees, while others are volunteers or make financial contributions.
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 2018:
This article originally appeared in WealthManagement.com, November 16, 2018. Repurposed by permission.
By Conrad Teitell, A.B., LL.B., LL.M., President - Taxwise Giving, President - Tax98.6., Chairman - National Charitable Planning Group, Cummings & Lockwood, Stamford, CT
By Ken Nopar
Recently, an advisor mentioned that one of his clients wanted to have a charitable planning conversation with their family over the holidays, and asked if I had a list of questions he could share with them. Not knowing the family or their goals, I suggested the general questions below to help start the conversation.
By Eric Kinaitis
By Ken Nopar
By Eric Kinaitis
October is Estate & Gift Planning Awareness Month.
By Dawn Jinsky, CPA, CFP® & Rebecca Solomon, J.D., LL.M. in Tax, Guest Columnists
By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.
Effective on October 1, 2018, American Endowment Foundation (AEF) will implement a higher minimum fee.
© 2020 American Endowment Foundation. All rights reserved.
