The Tax Saving Power of Donor Advised Funds
Submitted by American Endowment Foundation on October 9th, 2017
Written by Eric Kinaitis
AEF Insights Blog
Talk with Clients Now About Charitable Plans and Avoid Year-End Stress
Submitted by American Endowment Foundation on September 25th, 2017by Ken Nopar
Carried Interest - How to Use it for Charitable Impact
Submitted by American Endowment Foundation on September 11th, 2017By Rachelle Roberts, CPA, MSA, Wealth Transfer Specialist, Plante Moran - Chicago, Guest Columnist
Asset Aquisition Ideas from the Top Advisors in the Country - Part 5
Submitted by American Endowment Foundation on September 4th, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have been inspired by learning from some of the top advisors in the country, particularly how they have used charitable planning to build their AUM. Here are some additional ideas.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 4
Submitted by American Endowment Foundation on August 28th, 2017By 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.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 3
Submitted by American Endowment Foundation on August 14th, 2017By 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.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 2
Submitted by American Endowment Foundation on August 7th, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 1
Submitted by American Endowment Foundation on July 31st, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
Using Donor Advised Funds vs. Donating Directly to Charities
Submitted by American Endowment Foundation on July 24th, 2017By Ken Nopar
How Planning Early This Year Will Help Your Clients and You
Submitted by American Endowment Foundation on July 10th, 2017By Ken Nopar
