Blog

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.

By Ken Nopar, VP-Senior Philanthropic Advisor

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.

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.

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.

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.

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

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

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

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

The American Endowment Foundation (AEF) Board of Directors today announced Mr.