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donor advised funds

Ongoing Contributions to a Donor Advised Fund

Submitted by American Endowment Foundation on November 11th, 2019

By Gavin Morrissey, Guest Columnist

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How Placeholder DAFs Save Time and Stress

Submitted by American Endowment Foundation on September 2nd, 2019

By Ken Nopar

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  • donor advised funds
  • placeholder fund
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The Growth of Side-Car DAF Accounts

Submitted by American Endowment Foundation on June 10th, 2019

By 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.

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  • donor advised funds
  • private foundations
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Avoid the M & A Tax Bomb

Submitted by American Endowment Foundation on February 18th, 2019

By Laura Malone

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  • capital gains tax
  • donor advised funds
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Establish Placeholder Funds and Avoid the Year-end Crush

Submitted by American Endowment Foundation on September 10th, 2018

Effective on October 1, 2018, American Endowment Foundation (AEF) will implement a higher minimum fee.

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  • donor advised funds
  • placeholder fund
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How to Have the Charitable Conversation With Clients Who Are Not Philanthropic

Submitted by American Endowment Foundation on August 6th, 2018

By Ken Nopar

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  • client relations
  • donor advised funds
  • HNW
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Why Advisors Need to Help Clients Select Donor Advised Funds

Submitted by American Endowment Foundation on May 14th, 2018

By Ken Nopar

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