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Blog

20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2022

Submitted by American Endowment Foundation on November 14th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in ThinkAdvisor.

Tags:
  • charitable planning
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Giving Info That Advisors Can Share with their Clients

Submitted by American Endowment Foundation on November 7th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

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How to Have the Charitable Conversation With Clients Who Are Not Philanthropic

Submitted by American Endowment Foundation on October 24th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • client relations
  • HNW
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How Divorce Affects Charitable Giving

Submitted by American Endowment Foundation on October 17th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

This article originally appeared in ThinkAdvisor.

Tags:
  • charitable giving
  • divorce
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5 Steps for Advisors to Get Started with Charitable Planning

Submitted by American Endowment Foundation on October 10th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • charitable planning
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Ready to Open a New DAF? Gateway Registration is Required

Submitted by American Endowment Foundation on October 3rd, 2022

Nationally in 2020, over 140,000 new donor advised funds (DAFs) were created, bringing the total number of DAFS in existence to over 1 million for the first time. Generous donors gave out nearly $35 billion in grant recommendations to support their favorite worthy causes.

Tags:
  • partner gateway
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Should Clients Donate Early This Year?

Submitted by American Endowment Foundation on September 26th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

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Charitable Planning Conversations with Clients in Down Markets

Submitted by American Endowment Foundation on September 19th, 2022

by Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • down markets
  • Read more

The Real Significance of Establishing a Donor Advised Fund for Clients

Submitted by American Endowment Foundation on September 12th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

A version of this article originally appeared in WealthManagement.

  • Read more

Establish Placeholder Funds, Avoid the Year-end Crush

Submitted by American Endowment Foundation on September 5th, 2022

by Eric Kinaitis, Editor

Tags:
  • placeholder fund
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