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Reviewing Successor Advisor or Disposition Plans

Submitted by American Endowment Foundation on August 23rd, 2023

Most clients periodically review their estate plans with their attorneys and regularly revisit their financial plans with their advisors. While tax, financial, and estate planning are critically important, charitable planning can sometimes inadvertently be less of a priority.

Tags:
  • charitable planning
  • generational wealth
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Why Privately-Held Companies Establish DAFs

Submitted by American Endowment Foundation on August 7th, 2023

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • corporate daf
  • corporate donor advised fund
  • corporate giving
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What Does Independence Mean?

Submitted by American Endowment Foundation on July 31st, 2023

Many advisors take pride in their independence, and that is one of the main reasons clients work with them. For 30 years, AEF has also prided itself on its independence and has partnered with advisors and donors who seek an independent DAF sponsor.

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Donating Vacation Homes

Submitted by American Endowment Foundation on July 5th, 2023

With the summer vacation season here, many clients think back to past summer getaways with their families.  Some of those memories may have been generated at family vacation homes that have been owned and enjoyed by one or more generations of the same family.

Tags:
  • charitable planning
  • generational wealth
  • real estate
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Enduring Influence: How to Create a Purposeful Philanthropic Legacy - A Guide For Donor-Advised Funds

Submitted by American Endowment Foundation on June 5th, 2023

by Kris Putnam-Walkerly, Putnam Consulting

A philanthropic legacy is what is being left behind in the world after the donor is no longer around.

By focusing on the lasting difference you want to make, you can create a more purposeful and enduring philanthropic legacy that will continue to inspire and influence positive change for future generations.

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How DAFs Help Clients and Charities During Market Uncertainty

Submitted by American Endowment Foundation on May 15th, 2023

Whenever there is uncertainty or volatility in the markets, non-profit organizations worry that donations will drop. The number of donors overall has continued to decrease in the past few decades, yet fortunately bigger donors remain generous so overall giving has remained fairly stable. The Giving USA annual publication in June will soon provide insight into last year’s giving.

Tags:
  • charitable planning
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Why DAFs Appeal to Clients Who Do Not Have Children

Submitted by American Endowment Foundation on April 24th, 2023

By Ken Nopar, Vice President and Senior Philanthropic Advisor, AEF

Flexibility and good advice are key when there's no 'obvious' successor. 

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The Giving Athlete

Submitted by American Endowment Foundation on April 10th, 2023

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

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Who Is Opening Donor-Advised Funds Today?

Submitted by American Endowment Foundation on April 3rd, 2023

By Ken Nopar, Vice President and Senior Philanthropic Advisor, AEF

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The American Endowment Foundation Announces Ron Ransom as New CEO

Submitted by American Endowment Foundation on March 29th, 2023

A picture containing person, person, suit, posingDescription automatically generatedThe American Endowment Foundation (AEF) Board of Directors today announced Mr.

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