Client Retention: Using Donor Advised Funds to Keep Clients from Straying
Submitted by American Endowment Foundation on June 4th, 2018
By Eric Kinaitis
Blog
Why Advisors Need to Help Clients Select Donor Advised Funds
Submitted by American Endowment Foundation on May 14th, 2018By Ken Nopar
Conversions of Private Foundations to Donor Advised Funds
Submitted by American Endowment Foundation on April 30th, 2018By Kirk Hoopingarner, Attorney & Partner, Quarles & Brady, Chicago
For many years, donors have utilized private grant making foundations for charitable giving. Organized as either trusts or corporations, such entities have served as a means for making substantial tax deductible contributions while spreading out the actual contributions to charities over many years.
New Tax Law Makes Bundling Gifts to Donor Advised Funds Attractive
Submitted by American Endowment Foundation on April 16th, 2018By Gregory Singer, Guest Columnist
Last year at tax time, we were worried that a new tax law might cap or eliminate the charitable deduction. The good news is that it didn’t. But the bad news is that, for many families, it effectively did.
Talk to Your Tax Clients Now About Charitable Giving
Submitted by American Endowment Foundation on April 9th, 2018By Ken Nopar
Good Guidance from Philanthropic Advisory Firms: Help Donors Get More Out of Their Giving
Submitted by American Endowment Foundation on April 2nd, 2018By Ken Nopar
Untangling the Tax Cuts and Jobs Act (TCJA)
Submitted by American Endowment Foundation on March 5th, 2018
By Eric Kinaitis
The Tax Cuts and Jobs Act (TCJA) provided a massive change to many aspects of traditional tax planning.
How Charitable Giving Can Help You Keep your Clients
Submitted by American Endowment Foundation on February 19th, 2018
By Eric Kinaitis
When Good Deeds Go Punished: The Importance of a Contemporaneous Written Acknowledgement (CWA)
Submitted by American Endowment Foundation on February 12th, 2018
By Eric Kinaitis
According to a recent study, Americans gave over $427 billion to charity in 2018, with nearly 68% of that amount coming from individuals.
Impact Investing & Donor Advised Funds: Guidance for the Savvy Donor
Submitted by American Endowment Foundation on February 4th, 2018
By David A. Levitt, Guest Columnist
