Capital Gains Tax: How to Trim the Tax Bite
Submitted by American Endowment Foundation on September 28th, 2020
By Eric Kinaitis
Blog
Helping Build Someone Else's Future: Creating your Own Scholarship Program
Submitted by American Endowment Foundation on September 21st, 2020By Eric Kinaitis
Alternative Minimum Tax & Donor Advised Funds
Submitted by American Endowment Foundation on September 14th, 2020
By Eric Kinaitis
Enhancing Charitable Trusts: Using a Charitable Remainder Trust (CRT) for Better Giving
Submitted by American Endowment Foundation on September 7th, 2020
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.
Supercharged Giving: Using a Charitable Lead Trust (CLT) with a Donor Advised Fund
Submitted by American Endowment Foundation on August 31st, 2020
By Eric Kinaitis
Taxes, DAFs, and a Crowded Marketplace
Submitted by American Endowment Foundation on August 24th, 2020By Eric Kinaitis
According to the BLS, employment growth among financial advisors is expected to grow 7% from 2018 to 2028. So, in a crowded and competitive marketplace, who are the future winners likely to be?
Should Clients Donate Now or Later?
Submitted by American Endowment Foundation on August 17th, 2020By Ken Nopar, VP-Senior Philanthropic Advisor
Charitable Business Exit Strategies May Not Just Be for Your Client
Submitted by American Endowment Foundation on August 10th, 2020By Laura Malone
How Supporting Charitable Causes Can Help Build AUM
Submitted by American Endowment Foundation on August 3rd, 2020By 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.
How A Simple Worksheet Has Grown the AUM of Top Advisors
Submitted by American Endowment Foundation on July 27th, 2020By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
