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appreciated assets

How DAFs Enable Advisors To Manage Additional Assets

Submitted by American Endowment Foundation on August 2nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in Financial Advisor.

The number and size of donor advised fund (DAF) accounts continue to grow. Many clients establish them when their financial, legal and tax advisors inform them of the benefits both to them as well as the charities they support.

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Give Strategically: Consider Gifts of Appreciated Assets Now Rather Than at Year End

Submitted by American Endowment Foundation on August 19th, 2019

By Sarah Tomeo Hertzog & Martin Hall, Guest Columnists, Ropes & Gray LLP

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When Cash is Bad: Teaching the Value of Appreciated Assets

Submitted by American Endowment Foundation on September 17th, 2018

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.

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  • philanthropic planning
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