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  3. Our Top 10 Articles of 2020

Our Top 10 Articles of 2020

Submitted by American Endowment Foundation on December 28th, 2020

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 2020:

Top 10

Retirement Planning - Helping Your Clients with Next Steps

What Does Independence Mean

Tax Time Tips: The CPA as Ally

2nd Life for Life Insurance

Legacy Fund - Plan Now for the Future

Helping Build Someone Else's Future: Creating your Own Scholarship Program

Enhancing Charitable Trusts: Using a Charitable Remainder Trust (CRT) for Better Giving

Avoid the M & A Tax Bomb

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

The Power of Appreciated Stock in Charitable Giving

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.

 

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