Blog

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 Eric Kinaitis

A planned gift is one that integrates personal, financial, and estate planning goals with a donor’s giving, regardless if the giving is done while they are alive or at the time of their death.

By Ken Nopar, Senior Philanthropic Advisor

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 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.

By Eric Kinaitis

Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?

By Eric Kinaitis

By Eric Kinaitis

An IRA charitable rollover (also known as a Qualified Charitable Distribution {QCD}) is a means by which a gift to charity can be made from a traditional IRA. That gift does not count as taxable income to the IRA holder( provided they made the gift in the same year) and does count toward their annual Required Minimum Distribution (RMD.)