News Articles - 2018 and Prior

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

  Chairman Phil Tobin Retires from American Endowment Foundation

 " Which Clients Should Open a Donor Advised Fund" - Ken Nopar - Article on Advisor Perspectives, October 23, 2017

  "Talk With Clients Now About Charitable Plans And Avoid Year-End Stress" - Ken Nopar - Article in Financial Advisor, September 12, 2017

  " Eight Questions Clients Should Ask When Choosing a Charity" - by Ken Nopar - Article on WealthManagement.com, July 17, 2017

  " Donor Advised Funds versus Donating Directly to Charities" - by Ken Nopar - Article appearing in Advisor Perspectives, July 3, 2017

  " Conversions of Private Foundations to Donor Advised Funds"- by Kirk Hoopingarner - AEF Insights Blog appearing in Advisor Perspectives, May 15, 2017

  " How to Have Conversations About Charitable Giving with Clients" - by Ken Nopar - Bloomberg BNA Tax Management Estates, Gifts and Trusts Journal, May 11, 2017

  "12 Signs During Tax Season That Your Clients Need Help" - by Ken Nopar - Article on AccountingToday.com, March 14, 2017

  "Ten Tips to Help Your Clients Get Started on Their DAFs" - by Ken Nopar - Article on Wealthmanagement.com, January 31, 2017

  "Why Advisors Recommend Donor Advised Funds during Year-End Planning" - by Ken Nopar - Accounting Today, November 18, 2016

  "Help Clients Evaluate Charities" - by Ken Nopar - Article on WealthManagement.com, October 7, 2016

  "Ten Questions to Ask Clients About Their Charitable Giving" - by Ken Nopar - Article on AdvisorPerspectives.com, September 19, 2016

  "12 Questions to Ask When Selecting a Donor Advised Fund" - by Ken Nopar - Article on AdvisorPerspectives.com, July 26, 2016

  "Is a Donor Advised Fund Right for You?" - Article in US News & World Report, July 19, 2016

  "American Giving Doesn't Stop at a Border" - by Eric Kinaitis - Article in Trusts & Estates, April 1, 2016

  "Philanthropic Clients Need Help During Tax Season" - by Ken Nopar - Article on AccountingToday.com, March 15, 2016

  "Giving Continues in Volatile Market, AEF Says" - Article in Financial Advisor, March 14, 2016

  "Noncash Charitable Donations: Proceed with Caution" - Article on ThinkAdvisor, March 1, 2016

  "Don't Wait; Have the Charitable Conversation NOW!" - by Ken Nopar - Article in Financial Advisor, October 15, 2015

  "During Market Uncertainty, How Donor Advised Funds Can Help" - by Ken Nopar -  Article on WealthManagement.com, September 8, 2015

  "Why Donor Advised Funds Could Be Your Clients' `Charity Vehicle` of Choice" - Article on ThinkAdvisor.com, August 28, 2015

  "How to Select the Most Appropriate Donor Advised Fund: Eight Factors to Consider" - by Ken Nopar - Article on WealthManagement.com, Feb. 13, 2015

  "Tax-Advantaged Year-end Charitable Planning Strategies"- by Laura Malone - Article in Estate Planning, NOV 2014

  "Donor Advised Funds Are a Boon to Savvy Charities" - by Ken Nopar - Article in  The Chronicle of Philanthropy, Oct. 18, 2014

  "6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy" - Article on ThinkAdvisor.com, Sept. 25, 2014

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

  "Tax Reform Debate Sparks Fresh Interest in Donor Advised Funds" - Article on InvestmentNews.com, November 21, 2017

  "A Primer for High-Net-Worth Donors" - Article in Financial Advisor, September 13, 2017

  "Under Trump Budget, Basic Research Will Need New Sources of Funding" - Article on WealthManagement.com, March 17, 2017

   "How to Help Clients Achieve Sustainable Philanthropic Giving" - Article on InvestmentNews.com, December 20, 2016

   "Donor Advised Funds Can Be Great If You Know the Rules" - CNBC, December 12, 2016

   "The Promise - and a Problem - of Donor Advised Funds" - Manhattan Institute Issue Brief, November 29, 2016

   "Optimize Your Clients' Charitable Giving with Donor Advised Funds" - Article on WealthManagement.com, July 21, 2016

  "A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor Advised Fund" - Article on ThinkAdvisor.com, Feb. 4, 2015

  "Give to Charity Like Bill Gates . . . But Without Being Bill Gates" - Article in TIME, Oct.14, 2014