How Divorce Affects Charitable Giving
Submitted by American Endowment Foundation on October 17th, 2022By Ken Nopar, VP-Senior Philanthropic Advisor
This article originally appeared in ThinkAdvisor.
charitable giving
You Helped Your Clients Establish DAF Accounts. Now What?
Submitted by American Endowment Foundation on January 10th, 2022By Ken Nopar, VP-Senior Philanthropic Advisor
An earlier version of this article was published in ThinkAdvisor.
Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund
Submitted by American Endowment Foundation on November 1st, 2021By Martin S. Schamis, CFP®, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist
Help Donor Clients Get More Out of Their Giving: Guidelines from Philanthropic Advisors
Submitted by American Endowment Foundation on June 21st, 2021By 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.
Leaving a 401(k) to Charity: What Advisors Need to Know
Submitted by American Endowment Foundation on May 24th, 2021By Dawn Jinsky, CPA, CFP® , Guest Columnist
Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving
Submitted by American Endowment Foundation on April 12th, 2021By 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
Anonymous Charitable Giving
Submitted by American Endowment Foundation on October 14th, 2019By Jordan M. Ware, Guest Columnist
The Power of Appreciated Stock in Charitable Giving
Submitted by American Endowment Foundation on September 23rd, 2019By Eric Kinaitis
Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?
Significant Increase in Donor Advised Fund Transfers
Submitted by American Endowment Foundation on February 4th, 2019By Ken Nopar, Senior Philanthropic Advisor
How DAFs Are Helpful to Advisors' Favorite Charities
Submitted by American Endowment Foundation on December 31st, 2018By 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.
