Blog

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:

_{This article originally appeared in Wealth Management, May 29, 2019.}

By Ken Nopar

By Johnne D. Syverson, Guest Columnist, Syverson Strege & Co

Have you ever had a client whose aging relative could use some financial assistance to help pay for their care, but did not feel good about dumping a large lump sum on them with no tax benefits in sight?   Here is an idea that has helped a few of our clients in that situation. 

By Eric Kinaitis

By Ken Nopar

In recent months and years, there have been many articles about the rapid growth of donor advised funds, or DAFs, in both the mainstream press and publications for professional advisors. Especially since the passage of the new tax law at the end of 2017, advisors have encouraged their clients to “bunch” their charitable donations into DAF accounts.

By Eric Kinaitis

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.

By Eric Kinaitis

By Eric Kinaitis

By Ken Nopar, Senior Philanthropic Advisor