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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.

Better Than Bequests: Using a Donor Advised Fund

Submitted by American Endowment Foundation on January 4th, 2021

 

By Eric Kinaitis

For many people, the thought of what to give often is synonymous with the concept of bequests. Someone not providing assets to charity until after their death is certainly pragmatic, since those assets would no longer be needed to support the donor’s living expenses.

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Our Top 10 Articles of 2020

Submitted by American Endowment Foundation on December 28th, 2020

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 2020:

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How Supporting Charitable Causes Can Help Build AUM

Submitted by American Endowment Foundation on December 21st, 2020

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 how these successful advisors have used the power of charity to grow their business.

Tags:
  • philanthropic planning
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Using a Donor Advised Fund for Corporate Giving

Submitted by American Endowment Foundation on December 14th, 2020

By Eric Kinaitis

Tags:
  • corporate daf
  • corporate donor advised fund
  • corporate giving
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15 Questions to Guide Family Charitable Discussions

Submitted by American Endowment Foundation on December 7th, 2020

This article originally appeared in ThinkAdvisor.

By Ken Nopar

Clients who discuss their annual charitable planning with their families over the holidays often have similar conversations from year to year. This year, however, may be very different.

Tags:
  • charitable planning
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Forging a Path to your Client's Next Generation

Submitted by American Endowment Foundation on November 30th, 2020

By Eric Kinaitis

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The Giving Athlete

Submitted by American Endowment Foundation on November 23rd, 2020

By Andrew Bishop CFA, CEPA, & Stacie Jacobsen, Bernstein Private Wealth Management, Guest Columnists

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How Placeholder DAFs Save Time and Stress

Submitted by American Endowment Foundation on October 19th, 2020

By Ken Nopar

Tags:
  • placeholder fund
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Should Clients Open a New DAF, Fund Their Existing DAF, or Donate Directly?

Submitted by American Endowment Foundation on October 12th, 2020

By Ken Nopar, VP-Senior Philanthropic Advisor

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How DAFs Can Be Helpful to Donors’ Favorite Charities This Year

Submitted by American Endowment Foundation on October 5th, 2020

By Ken Nopar, VP-Senior Philanthropic Advisor

Nearly all AEF donors recommend grants to their favorite charities every year, and many are very involved with these organizations. They volunteer, serve on boards and committees, and are advocates for the non-profits.

Tags:
  • charity
  • donor
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