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charitable giving

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

Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund

Submitted by American Endowment Foundation on November 16th, 2020

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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Anonymous Charitable Giving

Submitted by American Endowment Foundation on October 14th, 2019

By Jordan M. Ware, Guest Columnist

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  • charitable giving
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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
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Charitable Planning Questions Families Should Address

Submitted by American Endowment Foundation on December 10th, 2018

By 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.

Tags:
  • charitable giving
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The Voice of the Advisor: 2018 & Year-End Charitable Giving

Submitted by American Endowment Foundation on November 5th, 2018

By Ken Nopar

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

Submitted by American Endowment Foundation on October 1st, 2018

By Dawn Jinsky, CPA, CFP® & Rebecca Solomon, J.D., LL.M. in Tax, Guest Columnists

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

How to Help Clients Who Just Established DAF Accounts

Submitted by American Endowment Foundation on January 29th, 2018

By Ken Nopar

Tags:
  • charitable giving
  • Read more

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