News Featuring AEF or Authored by AEF Experts

” Eleven Ways Charities and DAFs Can Work Together” – Ken Nopar – Article in WealthManagement.com, December 19, 2018

” New Thoughts for Year-End Charitable Giving” – Ken Nopar – Article in Advisor Perspectives, October 31, 2018

” Smart Strategies for Giving to Charity” – Mary Kane – Article in Kiplinger.com, September 26, 2018

” Encourage Non-Philanthropic Clients to Give with These Tips” – Ken Nopar – Article in WealthManagement.com, July 23, 2018

” Why Advisors Need to Help Their Clients Select Donor Advised Funds” – Ken Nopar – Article appearing in Advisor Perspectives, May 2, 2018

” Devil in the Details for Philanthropy, Advisors Say” – Karen DeMasters – Article in Financial Advisor, May 2, 2018

” The Growth of “Side-Car” DAF Accounts” – Ken Nopar – Article on WealthManagement.com, April 6, 2018

” Talk to Your Tax Clients Now About Charitable Giving” – Ken Nopar – Article on JournalofAccountancy.com, April 2, 2018

” How to Help Clients Who Just Established DAF Accounts” – Ken Nopar – Article in Financial Advisor, January 17, 2018

Industry News

“What the New Tax Law Means for your Charitable Giving” – News Segment on CNBC, May 13, 2018

“DAFs vs. Private Foundations: How the Wealthy Engage in Philanthropy” – Article on WealthManagement.com, May 11, 2018

“Charitable Planning for Business Owners in Transition” – Article on InvestmentNews.com, March 30, 2018

“Retirement Savings a Key Focus for Wealthy” – Article on AccountingWeb.com, March 8, 2018

“5 Ways to Maximize Your Charitable Giving” – Article in Kiplinger, March 6, 2018

“Here’s Where All The Deductions Have Gone” – Article in Financial Advisor, March 5, 2018

“Should You Clump Your Charitable Donations?” – Video on Morningstar.com, February 13, 2018

“Bring More Value to Your Clients with Charitable Planning” – Article on JournalofAccountancy.com, February 1, 2018