Blog

By 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.

By Ken Nopar, VP-Senior Philanthropic Advisor

_{This column originally appeared in Wealth Management.}

By Dawn Jinsky, CPA and Sara Montgomery, Plante Moran

By Eric Kinaitis

By Ken Nopar, VP - Senior Philanthropic Advisor

Many clients regularly review and update their estate plans, and more have done so over the past year than in normal years. Similarly, many clients with DAF accounts have contemplated whether their donor advised fund succession or disposition plan is still appropriate.

By Ken Nopar, VP-Senior Philanthropic Advisor

Over the years, many financial, legal, and tax advisors who have worked with American Endowment Foundation (AEF) have requested information & guidance to help their clients become more effective donors. This is true both for clients who are new to philanthropy as well as those who have been active for some time.

By Eric Kinaitis

With the summer vacation season coming up, many can reminisce on past times with family filled with fond vacation 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 Eric Kinaitis

Articles on death planning in the financial services industry underscore a point: no one likes thinking about our ultimate end.

However, as a financial planner or advisor, being able to embrace this difficult topic may prove to be a niche that can set your practice apart and provide a valuable and holistic service to your clientele.

By Eric Kinaitis

By Dawn Jinsky, CPA, CFP^®  , Guest Columnist