Blog

By Laura J. Malone, CAP, CEPA

Vice President of Corporate/Complex Giving

AEF donors are always generous in their support of their favorite charities. It is therefore not surprising that they are continuing to make grants at this unprecedented time despite the turmoil in the financial markets. While donors are looking for ways to make a difference in fighting the battle against COVID-19, many of the organizations they typically support need funding.

By Ken Nopar, Senior Philanthropic Advisor

By Eric Kinaitis

As a trusted advisor to your clients, you are likely heavily involved in helping them think and plan about the financial matters that will provide them with a nest egg to support them in their retirement years.

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, 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 those annual conversations as a result of the tax law changes at the end of 2017.

By Eric Kinaitis

By Eric Kinaitis

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.

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