11 Best Practices for Setting Up Family Philanthropy
Submitted by American Endowment Foundation on September 3rd, 2018By Sharna Goldseker, Executive Director, 21/64, Guest Columnist
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.
Help Your Client Grow Their Good Cause
Submitted by American Endowment Foundation on August 13th, 2018By 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.
How to Have the Charitable Conversation With Clients Who Are Not Philanthropic
Submitted by American Endowment Foundation on August 6th, 2018By Ken Nopar
The Best Gifts Under the New Tax Law
Submitted by American Endowment Foundation on July 9th, 2018By Andrea Kushner Ross J.D., LL.M - Director, Andrew T. Bishop, CFA - Associate Director, & Jennifer R. Ostberg, CFP ® - Senior Analyst, Bernstein Private Wealth Management Guest Columnists
Now that 2017 is behind us, it’s time to start planning for 2018. Specifically, it’s important to think about charitable gifts. Why?
Historic Opportunity in Charitable Planning: Boomer Business Owners in Transition
Submitted by American Endowment Foundation on June 11th, 2018
By Phil Cubeta, CLU®, ChFC®, CAP®
Guest Columnist
Client Retention: Using Donor Advised Funds to Keep Clients from Straying
Submitted by American Endowment Foundation on June 4th, 2018
By Eric Kinaitis
Why Advisors Need to Help Clients Select Donor Advised Funds
Submitted by American Endowment Foundation on May 14th, 2018By Ken Nopar
Conversions of Private Foundations to Donor Advised Funds
Submitted by American Endowment Foundation on April 30th, 2018By Kirk Hoopingarner, Attorney & Partner, Quarles & Brady, Chicago
For many years, donors have utilized private grant making foundations for charitable giving. Organized as either trusts or corporations, such entities have served as a means for making substantial tax deductible contributions while spreading out the actual contributions to charities over many years.
New Tax Law Makes Bundling Gifts to Donor Advised Funds Attractive
Submitted by American Endowment Foundation on April 16th, 2018By Gregory Singer, Guest Columnist
Last year at tax time, we were worried that a new tax law might cap or eliminate the charitable deduction. The good news is that it didn’t. But the bad news is that, for many families, it effectively did.
Talk to Your Tax Clients Now About Charitable Giving
Submitted by American Endowment Foundation on April 9th, 2018By Ken Nopar
