Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
Submitted by American Endowment Foundation on July 6th, 2020By Ken Nopar, VP-Senior Philanthropic Advisor
Blog
The Growth of Side-Car DAF Accounts
Submitted by American Endowment Foundation on June 29th, 2020By Ken Nopar, VP-Senior Philanthropic Advisor
Socially Aware Investing: No Longer a Fringe Interest
Submitted by American Endowment Foundation on June 15th, 2020
By Eric Kinaitis
Growing Your Business When Assets Drop
Submitted by American Endowment Foundation on June 8th, 2020
By Eric Kinaitis
Keeping the Next of Kin as a Client
Submitted by American Endowment Foundation on June 1st, 2020
By Eric Kinaitis
Why Charitable Giving Matters to your Clients ... and You
Submitted by American Endowment Foundation on May 25th, 2020
By Eric Kinaitis
In these current times, the power of how to share and help others has taken center stage. And yet many financial advisors are conflicted; entrusted and trained to preserve wealth and grow the value of their client’s holdings, the concept of helping clients to give money away to charity seems to be a contradiction.
Eight Strategies for Making Impactful Gifts in the Wake of COVID-19
Submitted by American Endowment Foundation on May 18th, 2020By Martin Hall & Sarah Tomeo Hertzog, Guest Columnists, Ropes & Gray LLP
Why Your Clients Should Discuss Their DAF Accounts with Their Successor Advisors Now
Submitted by American Endowment Foundation on May 11th, 2020By Ken Nopar, Senior Philanthropic Advisor
Donor Advised Funds: The COVID-19 " Help Now, Help Later" Strategy
Submitted by American Endowment Foundation on May 4th, 2020By Laura J. Malone, CAP, CEPA
Vice President of Corporate/Complex Giving
High Net Worth Individuals + Donor Advised Funds = More Success
Submitted by American Endowment Foundation on May 1st, 2020
By Eric Kinaitis
