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Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving

Submitted by American Endowment Foundation on April 12th, 2021

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

Tags:
  • charitable giving
  • chnpts
  • closely-held shares
  • non-publicly traded stock
  • noncash assets
  • taxes
  • Read more

Your Clients May Need to Discuss Charitable Planning

Submitted by American Endowment Foundation on April 5th, 2021

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.

Tags:
  • charitable planning
  • cpa
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High Net Worth Individuals + Donor Advised Funds = More Success

Submitted by American Endowment Foundation on March 29th, 2021

 

By Eric Kinaitis

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Eight Reasons Why Older Clients Like Donor Advised Funds

Submitted by American Endowment Foundation on March 22nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

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What Does Independence Mean?

Submitted by American Endowment Foundation on March 15th, 2021

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:

Tags:
  • independence
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Tax Time Tips: Advisors Should Remind Accountants That They Can Establish DAF Accounts for Clients

Submitted by American Endowment Foundation on March 8th, 2021

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.

Tags:
  • accountant
  • cpa
  • taxes
  • Read more

The Gift That Keeps on Giving: Tax Breaks Renewed for 2021

Submitted by American Endowment Foundation on March 1st, 2021

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

Tags:
  • tax breaks
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Amid the Crises in 2020, DAFs Continued to Expand

Submitted by American Endowment Foundation on February 22nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

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Supercharged Giving: Using a Charitable Lead Trust (CLT) with a Donor Advised Fund

Submitted by American Endowment Foundation on February 15th, 2021

 

By Eric Kinaitis

Tags:
  • charitable lead trust
  • clt
  • Read more

Unlocking the Wealth of C-Corp Shares

Submitted by American Endowment Foundation on February 8th, 2021

 

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."

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