charitable giving

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.

By Dawn Jinsky, CPA, CFP^®  , Guest Columnist

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

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

By Jordan M. Ware, Guest Columnist

By Eric Kinaitis

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

By Ken Nopar, Senior Philanthropic Advisor

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.

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.

By Ken Nopar