Significant Increase in Donor Advised Fund Transfers
Submitted by American Endowment Foundation on February 4th, 2019By Ken Nopar, Senior Philanthropic Advisor
charitable giving
How DAFs Are Helpful to Advisors' Favorite Charities
Submitted by American Endowment Foundation on December 31st, 2018By Ken Nopar, Senior Philanthropic Advisor
Charitable Planning Questions Families Should Address
Submitted by American Endowment Foundation on December 10th, 2018By Ken Nopar
Recently, an advisor mentioned that one of his clients wanted to have a charitable planning conversation with their family over the holidays, and asked if I had a list of questions he could share with them. Not knowing the family or their goals, I suggested the general questions below to help start the conversation.
The Power of Appreciated Stock in Charitable Giving
Submitted by American Endowment Foundation on November 26th, 2018By Eric Kinaitis
Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?
The Voice of the Advisor: 2018 & Year-End Charitable Giving
Submitted by American Endowment Foundation on November 5th, 2018By Ken Nopar
Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund
Submitted by American Endowment Foundation on October 8th, 2018By Martin S. Schamis, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist
Leaving a 401(k) to Charity: What Advisors Need to Know
Submitted by American Endowment Foundation on October 1st, 2018By Dawn Jinsky, CPA, CFP® & Rebecca Solomon, J.D., LL.M. in Tax, Guest Columnists
Anonymous Charitable Giving
Submitted by American Endowment Foundation on September 24th, 2018By Jordan M. Ware, Guest Columnist
How to Help Clients Who Just Established DAF Accounts
Submitted by American Endowment Foundation on January 29th, 2018By Ken Nopar
