Establish Placeholder Funds and Avoid the Year-end Crush
Submitted by American Endowment Foundation on September 10th, 2018Effective on October 1, 2018, American Endowment Foundation (AEF) will implement a higher minimum fee.
donor advised funds
How to Have the Charitable Conversation With Clients Who Are Not Philanthropic
Submitted by American Endowment Foundation on August 6th, 2018By Ken Nopar
Avoid the M & A Tax Bomb
Submitted by American Endowment Foundation on July 30th, 2018By Laura Malone
How Placeholder DAFs Save Time and Stress
Submitted by American Endowment Foundation on July 23rd, 2018By Ken Nopar
The Growth of "Side-Car" DAF Accounts
Submitted by American Endowment Foundation on June 25th, 2018By Ken Nopar
In recent months and years, there have been many articles about the rapid growth of donor advised funds, or DAFs, in both the mainstream press and publications for professional advisors. Especially since the passage of the new tax law at the end of 2017, advisors have encouraged their clients to “bunch” their charitable donations into DAF accounts.
Why Advisors Need to Help Clients Select Donor Advised Funds
Submitted by American Endowment Foundation on May 14th, 2018By Ken Nopar
