Blog

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 Ken Nopar, Senior Philanthropic Advisor

By Ken Nopar, Senior Philanthropic Advisor

By Eric Kinaitis

In 2018, over $53 million in assets were transferred from other donor advised fund administrators to American Endowment Foundation (AEF). Why?

Current financial advisors have shared a variety of reasons, including:

By Ken Nopar, Senior Philanthropic Advisor

Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.

By Ken Nopar, Senior Philanthropic Advisor

I recently attended the Heckerling Institute of Estate Planning conference and was able to meet with many of the leading estate planning attorneys and wealth advisors in the country and hear about their conversations with clients about charitable giving, gift planning and donor advised funds (DAFs). 

By Ken Nopar, Senior Philanthropic Advisor

By Eric Kinaitis

For many, real estate is the largest asset they own. In fact, real estate is the largest asset class in America, comprising an estimated 43% of America’s total wealth.  Yet, less than 3% of total charitable giving comes from gifts of real estate.