By Eric Kinaitis
Every week, we appreciate that thousands of readers take time to open our weekly edition of AEF Insights and take part in learning how a donor advised fund can be a solution for a variety of financial management & tax planning concerns.
Enjoy our 10 most read AEF Insights blog articles from 2019:
Simple Steps to Successful Estate Planning for your Clientele
Two Key Pitfalls To Avoid When Gifting Closely-Held Business Interests
Roth IRA : Tax-Free Conversions Through a Donor Advised Fund
Charitable Business Exit Strategies May Not Just Be for Your Client
Ongoing Contributions to a Donor Advised Fund
How A Simple Worksheet Has Grown the AUM of Top Advisors
What Does Your Client Want to Do in Retirement?
Forging a Path to your Client’s Next Generation
The Growth of Side-Car DAF Accounts
Growing Your Business When Assets Drop
We always look forward to discussing your needs and interests in greater detail. Contact or call us at 1-888-660-4508 and let us discuss how donor advised funds can play a role in charitable giving.