Blog

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

By Ken Nopar, VP-Senior Philanthropic Advisor

Since last tax season, many clients have reassessed their charitable giving. Much has changed in the world since then, as nearly all clients have been impacted in some way by the pandemic and economic impact.

By Eric Kinaitis

By Ken Nopar, VP-Senior Philanthropic Advisor

At American Endowment Foundation, we take pride in our independence. However, we realize that there are other donor advised fund (DAF) administrators who make similar claims.

What does independence mean? For those who see such claims of independence, we encourage the following items to consider regarding how independent the DAF provider is:

By Ken Nopar, VP-Senior Philanthropic Advisor

Clients are now meeting with their accountants to review the past year and look ahead. Charitable giving has become much more prevalent in these annual conversations as a result of recent tax law changes. Additionally, in the past year, some HNW clients altered their usual giving or gave more in response to the COVID pandemic.

By Jennifer Ostberg, VP-Director of Wealth Strategies & Robert Dietz, VP-Director of Wealth Strategies, Bernstein Private Wealth Management, Guest Columnists

By Ken Nopar, VP-Senior Philanthropic Advisor

By Eric Kinaitis

By Eric Kinaitis

Although C-corporations today have become a smaller share overall of American business classifications, there are approximately 1.8 million businesses currently that are classified as "C-corps."