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charitable giving

How Divorce Affects Charitable Giving

Submitted by American Endowment Foundation on October 17th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

This article originally appeared in ThinkAdvisor.

Tags:
  • charitable giving
  • divorce
  • Read more

You Helped Your Clients Establish DAF Accounts. Now What?

Submitted by American Endowment Foundation on January 10th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

An earlier version of this article was published in ThinkAdvisor.

Tags:
  • charitable giving
  • Read more

Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund

Submitted by American Endowment Foundation on November 1st, 2021

By Martin S. Schamis, CFP®, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist

Tags:
  • charitable giving
  • taxes
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Help Donor Clients Get More Out of Their Giving: Guidelines from Philanthropic Advisors

Submitted by American Endowment Foundation on June 21st, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

Over the years, many financial, legal, and tax advisors who have worked with American Endowment Foundation (AEF) have requested information & guidance to help their clients become more effective donors. This is true both for clients who are new to philanthropy as well as those who have been active for some time.

Tags:
  • charitable giving
  • philanthropic advisors
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Leaving a 401(k) to Charity: What Advisors Need to Know

Submitted by American Endowment Foundation on May 24th, 2021

By Dawn Jinsky, CPA, CFP®  , Guest Columnist

Tags:
  • 401(k)
  • charitable giving
  • Read more

Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving

Submitted by American Endowment Foundation on April 12th, 2021

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

Tags:
  • charitable giving
  • chnpts
  • closely-held shares
  • non-publicly traded stock
  • noncash assets
  • taxes
  • Read more

Anonymous Charitable Giving

Submitted by American Endowment Foundation on October 14th, 2019

By Jordan M. Ware, Guest Columnist

Tags:
  • charitable giving
  • Read more

The Power of Appreciated Stock in Charitable Giving

Submitted by American Endowment Foundation on September 23rd, 2019

By Eric Kinaitis

Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?

Tags:
  • appreciated stock
  • charitable giving
  • taxes
  • Read more

Significant Increase in Donor Advised Fund Transfers

Submitted by American Endowment Foundation on February 4th, 2019

By Ken Nopar, Senior Philanthropic Advisor

Tags:
  • charitable donations
  • charitable giving
  • Read more

How DAFs Are Helpful to Advisors' Favorite Charities

Submitted by American Endowment Foundation on December 31st, 2018

By Ken Nopar, Senior Philanthropic Advisor

Nearly all financial advisors, estate planning attorneys, and CPAs support charities every year. Many are on their boards or professional advisory committees, while others are volunteers or make financial contributions.

Tags:
  • charitable donations
  • charitable giving
  • Read more
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