Growing Your Business When Assets Drop
Submitted by American Endowment Foundation on May 20th, 2019
By Eric Kinaitis
Blog
High Net Worth Individuals + Donor Advised Funds = More Success
Submitted by American Endowment Foundation on May 13th, 2019
By Eric Kinaitis
How Clients Benefit From Discussing Charitable Planning With Their Advisors
Submitted by American Endowment Foundation on May 6th, 2019By Ken Nopar, Senior Philanthropic Advisor
Forging a Path to your Client's Next Generation
Submitted by American Endowment Foundation on April 29th, 2019By Eric Kinaitis
How Advisors Benefit From Having Charitable Conversation With Clients
Submitted by American Endowment Foundation on April 22nd, 2019By Ken Nopar, Senior Philanthropic Advisor
The Ease of Transferring an Existing Donor Advised Fund
Submitted by American Endowment Foundation on April 15th, 2019By Eric Kinaitis
In 2018, over $53 million in assets were transferred from other donor advised fund administrators to American Endowment Foundation (AEF). Why?
Current financial advisors have shared a variety of reasons, including:
Old MacDonald Had a Farm ... and a Donor Advised Fund
Submitted by American Endowment Foundation on April 8th, 2019By Eric Kinaitis
Simple Steps to Successful Estate Planning for your Clientele
Submitted by American Endowment Foundation on April 1st, 2019
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.
12 Signs During Tax Season That Clients Need Help with Charitable Planning
Submitted by American Endowment Foundation on March 25th, 2019By Ken Nopar, Senior Philanthropic Advisor
Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.
Keeping the Next of Kin as a Client
Submitted by American Endowment Foundation on March 18th, 2019
By Eric Kinaitis
