How Donor-Advised Funds Can Help with Year-end Planning
Submitted by American Endowment Foundation on November 19th, 2014We are pleased to offer this recent article from "Accounting Today."
Blog
Charitable Giving & Smart Planning: Starting the Conversation with Clients
Submitted by American Endowment Foundation on November 13th, 2014By Eric Kinaitis
Year-End Tax Check-Up
Submitted by American Endowment Foundation on November 6th, 2014By Eric Kinaitis
As the end of the year approaches, how well do your clients’ know their personal “tax landscape?”
Increasing the Flexibility of Charitable Bequests
Submitted by American Endowment Foundation on October 30th, 2014By Eric Kinaitis
Bequests are a common form of charitable giving. In 2013, charitable bequests made by individuals totaled over $26 Billion.
7 Questions to Ask: Choosing the Right Donor Advised Fund
Submitted by American Endowment Foundation on October 23rd, 2014By Eric Kinaitis
The 6 Steps to a Successful Estate Plan
Submitted by American Endowment Foundation on October 17th, 2014Estate planning can be regarded as a difficult task. It can also be regarded as unpleasant; pondering on our own eventual demise is usually not a topic that most of us want to think about. However, it is an important responsibility that we owe to our families and the people and causes that we care about.
Building a Private Foundation: Is It the Right Choice for your Client?
Submitted by American Endowment Foundation on September 23rd, 20146 Things to Consider
By Eric Kinaitis
If your client has an interest in putting more structure and planning into their charitable giving, they may consider creating a private foundation. However, before they head down that road, you and your client should consider some of the following issues.
5 Tax Savings Tips
Submitted by American Endowment Foundation on August 27th, 2014
Written by Eric Kinaitis
Depending on your clients’ circumstances, there are five instances where a donor advised fund can serve as a tax reduction tool. However, before we delve into those specifics, let's provide a clear definition:
