Skip to main content

Liquidity Replenishment Process | Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News
  • Access My Fund Login
Partner Gateway Login
Existing Advisors  New Advisors

  • Home
  • About AEF 
    • Vision, Mission & Values
    • Policy Statements
    • Our Team
    • Careers
    • Board of Directors
    • Council of Advisors
    • Getting Started
  • Donors 
    • What is a Donor Advised Fund?
    • Library for Donors
    • Sign Up for Guidance for Good
    • Understanding the Granting Process for Donors
    • How to Make Grants
  • Trusted Advisors 
    • Investments
    • Partner Gateway
    • AEF Insights Newsletter Signup
  • Thought Leadership 
    • Choosing a Donor Advised Fund
    • Real Estate
    • Charitable Trusts
    • IRA Charitable Rollover
    • Retirement Planning
    • Life Insurance
    • Scholarships
    • Charitable Planning Conversation
    • Private Foundations
    • Tax Savings
    • Bequests
    • Building your Financial Practice
    • Estate Planning
    • Roth IRA Conversion
    • Closely Held Shares
    • Agriculture
    • Forced Capital Gains
    • Selling a Business?
    • Donors: Advice for Giving
  • Videos
  • Access My Fund Login
  • Contact
  • Forms

 

    You are here

  1. Home
  2. Blog

Blog

Create a Legacy of Giving: How Families with Donor Advised Funds can use Foundation Best Practices to Engage Family Members

Submitted by American Endowment Foundation on July 4th, 2022

By Dawn Jinsky, CPA and Sara Montgomery, Plante Moran

  • Read more

During Market Downturns or Uncertainty, How DAFs Help Clients

Submitted by American Endowment Foundation on June 27th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

Whenever there is volatility in the markets, non-profit organizations become concerned that donations will drop. This is again the case this year, and their concern will increase especially if markets have not yet recovered before the busiest giving season at the end of the year.

Tags:
  • bad market
  • down market
  • recession
  • Read more

Capital Gains Tax: How to Trim the Tax Bite

Submitted by American Endowment Foundation on June 20th, 2022

 

By Eric Kinaitis

Although most investors like a bull market, anyone looking to sell appreciated stock is unfortunately going to trigger a tax on capital gains. Periodic changes in the legislative and political climate produces occasional rumblings of a potential increase of capital gains tax.

Tags:
  • capital gains tax
  • Read more

Common Scenarios for Transitioning a Private Foundation to a Donor Advised Fund

Submitted by American Endowment Foundation on June 13th, 2022

By Jeffay Chang and Anne Gifford Ewing, Capital Group Private Client Services, Guest Columnists

As Baby Boomers age and retire, many older adult children are now coming to grips with private family foundations set up by their parents decades earlier, before donor advised funds (DAFs) were an option for most families.

Tags:
  • private foundations
  • terminating a private foundation
  • Read more

Alternatives for Firms with Private-Label Donor Advised Funds

Submitted by American Endowment Foundation on June 6th, 2022

This is an updated version of a column that recently appeared in ThinkAdvisor.

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • private-label DAFs
  • Read more

Simple Steps to Successful Estate Planning for your Clientele

Submitted by American Endowment Foundation on May 30th, 2022

 

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.

  • Read more

Unlocking the Wealth of C-Corp Shares

Submitted by American Endowment Foundation on May 23rd, 2022

By Sandra Lucas, Esq., AEF Alternative Giving Strategist

Tags:
  • c-corp shares
  • closely-held shares
  • Read more

When to Open Donor Advised Funds vs. Private Foundations?

Submitted by American Endowment Foundation on May 16th, 2022

This is an updated version of a column that originally appeared in Wealth Management.

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • private foundations
  • Read more

Supporting Charity with Works of Art

Submitted by American Endowment Foundation on May 9th, 2022

By David A. Levitt & Nancy E. McGlamery, Adler & Colvin - San Francisco, Guest Columnists

Tags:
  • art donation
  • Read more

Charitable Bequests: Where There’s a Will, There’s a Way

Submitted by American Endowment Foundation on May 2nd, 2022

By Christopher Clarkson, Director - Wealth Strategies Group, Bernstein Private Wealth Management, Guest Columnist

Tags:
  • charitable bequests
  • estate planning
  • wills
  • Read more
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • …
  • next ›
  • last »

Categories

  • 1031 exchange (1)
  • 401(k) (1)
  • accountant (1)
  • agriculture (1)
  • alternative assets (1)
  • alternative investments (1)
  • amt (1)
  • appreciated assets (3)
  • appreciated stock (1)
  • art donation (1)
  • bad market (1)
  • bargain sale (1)
  • business exit (2)
  • business growth (1)
  • business sale (2)
  • c-corp shares (1)
  • capital gains tax (2)
  • cares act (2)
  • carried interest (1)
  • charitable bequests (1)
  • charitable bunching (1)
  • charitable bundling (1)
  • charitable donations (2)
  • charitable gift annuity (1)
  • charitable giving (12)
  • charitable lead trust (2)
  • charitable planning (16)
  • charitable remainder trust (2)
  • charity (1)
  • chnpts (1)
  • client relations (1)
  • closely-held shares (4)
  • clt (2)
  • commodities (1)
  • contemporaneous written acknowledgement (1)
  • corporate daf (1)
  • corporate donor advised fund (1)
  • corporate giving (1)
  • cpa (2)
  • crt (2)
  • divorce (1)
  • donor (1)
  • donor advises funds (1)
  • down market (1)
  • ESG (1)
  • estate planning (4)
  • grant making (1)
  • HNW (1)
  • impact investing (1)
  • independence (1)
  • insurance (1)
  • international giving (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (2)
  • next gen donors (1)
  • non-publicly traded stock (1)
  • noncash assets (1)
  • opening a daf (4)
  • philanthropic advisors (4)
  • philanthropic planning (10)
  • placeholder fund (5)
  • private foundations (6)
  • private-label DAFs (2)
  • qcd (1)
  • qualified charitable distribution (1)
  • real estate (4)
  • recession (1)
  • required minimum distribution (1)
  • retirement planning (2)
  • rmd (1)
  • roth ira (1)
  • scholarships (1)
  • stacking (1)
  • successor advisor (1)
  • tax breaks (1)
  • tax cuts and jobs act (1)
  • taxes (13)
  • terminating a private foundation (2)
  • transfer (2)
  • wills (1)

Custom:footer-contact Details

Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

Get Directions

Phone: 1-888-402-9179
Fax: 330-656-2063

© 2022 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals