News Featuring AEF or Authored by AEF Experts

” When Advisors Recommend Philanthropic Advisory Firms To Clients” – Ken Nopar- Article in Financial Advisor, November 15, 2019

” Twenty Charitable Planning Questions for the Holidays” – Ken Nopar- Article in WealthManagement.com, November 8, 2019

” Why Clients Decide to Donate Publicly or Anonymously” – Ken Nopar- Article in ThinkAdvisor, October 30, 2019

John Farren Named New AEF President

” How Charities Can Benefit from DAFs” – Ken Nopar- Article at Association of Fundraising Professionals, September 16, 2019

” Which Clients Open Donor Advised Funds” – Ken Nopar- Article in Advisor Perspectives, August 28, 2019

” 15 Questions to Ask Clients About Their Charitable Giving” – Ken Nopar- Article in ThinkAdvisor, August 21, 2019

” The New Face of Giving” – Jerilyn Klein Bier- Article in Financial Advisor, August 21, 2019

” Why Clients Should Discuss Their DAF Accounts with Their Successor Advisors” – Ken Nopar – Article in Financial Advisor, July 9, 2019

President & Co-founder Tom Tobin Retires from American Endowment Foundation

” Wealthy Investors Ditch Private Foundations In Favor of Donor Advised Funds” – Aziza Kasumov – Article in FundFire, June 19, 2019

” When to Open Donor Advised Funds vs. Private Foundations?” – Ken Nopar – Article in WealthManagement.com, May 29, 2019

” How Clients Benefit From Discussing Charitable Planning With Their Advisors” – Ken Nopar – Article in Financial Advisor, April 3, 2019

” How Advisors Benefit From Having Charitable Conversation With Clients” – Ken Nopar – Article in Financial Advisor, March 28, 2019

” Impact of Tax Cuts and Jobs Act on DAFs and Charitable Giving” – Ken Nopar – Article in Advisor Perspectives, March 12, 2019

” Questions to Ask When Selecting a Donor Advised Fund” – Ken Nopar – Article on AccountingToday.com, February 20, 2019

Industry News

” Putting More Thinking into Charitable Giving” – Roger Russell – Article in Accounting Today, December 31, 2019

” Donor Advised Funds Were Up Almost 300 Percent This Decade. Why?” – Eileen Heisman – Article in Worth, December 31, 2019

” SECURE Act New IRA Rules: Change Your Estate Plan” – Martin Shenkman – Article in Forbes, December 25, 2019

” Trump’s Crumbling Foundation: A Cautionary Tale” – Robert W. Dietz & Jennifer R. Ostberg – Article in WealthManagement.com, November 14, 2019

” Make These Tax Moves for 2019 Before It’s Too Late” – Laura Saunders – Article in Wall Street Journal, November 1, 2019

” Lack of Family Conversations About Philanthropy Fuels Differences of Opinion, Finds Key Private Bank Poll” – PR Newswire, September 18, 2019

” A Better Way to Make Charitable Gifts” – Bob Carlson- Article in Forbes, September 6, 2019

” Family Business + Charity: Commercial Co-Venturing and Donor Advised Funds” – Dana Reid – Article in JDSupra.com, August 19, 2019

” Client Going Through an IPO? Five Things to Consider” – Amy Grossman – Article in WealthManagement.com, May 6, 2019

” Re-Examining Charitable Giving Strategies Could Reap Big Tax Rewards for Clients” – Garrett Keyes – Article on FinancialAdvisorIQ.com, March 8, 2019

” Giving – Is It Part of Your Plan” – Mary Jo Lyons – Article on Forbes.com, March 7, 2019

” 2 Ways to Combine Charitable Giving and Life Insurance” – Jamie Hopkins – Article on Forbes.com, March 6, 2019

” Understanding the “Why” of Impact Investing” – Bruce DeBoskey – Article on WealthManagement.com, February 19, 2019

” Give Away Clients’ Money – Yes, Really” – Kerri Anne Renzulli – Article in Financial Planning, January 2019

” Unleashing the Power of Strategic Donor Advised Funds” – Betsy Brill – Article in Financial Advisor, January 2, 2019