AEF Insights Blog

By Ken Nopar, Senior Philanthropic Advisor

I recently attended the Heckerling Institute of Estate Planning conference and was able to meet with many of the leading estate planning attorneys and wealth advisors in the country and hear about their conversations with clients about charitable giving, gift planning and donor advised funds (DAFs). 

By Ken Nopar, Senior Philanthropic Advisor

By Eric Kinaitis

For many, real estate is the largest asset they own. In fact, real estate is the largest asset class in America, comprising an estimated 43% of America’s total wealth.  Yet, less than 3% of total charitable giving comes from gifts of real estate.

By Eric Kinaitis

With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for days of fun.

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