- DAF Day 2026: Celebrating the Advisors Who Make Giving Happen
- How to Lead Giving Season Conversations With Clients Before the Year-End Rush
- How to Keep a Client From Opening a DAF Without Their Advisor
- The 87/81/6 Charitable Planning Gap: Are You Giving Clients the Philanthropic Advice They Want?
- Let’s Talk DAFs – American Endowment Foundation Launches New Podcast Series on Philanthropy and Donor-Advised Funds
- How Advisors Can Engage the Next Generation Through a DAF
- Ren Brings American Endowment Foundation Fully onto Its Technology Platform, Powering Philanthropy at Scale
- American Endowment Foundation Unveils “Unlocking Generosity” — Landmark White Paper That Reveals How Advisors Inspire Purpose, Deepen Client Relationships, and Drive Philanthropic Impact
- American Endowment Foundation Selects Ren as a Strategic Partner to Expand Philanthropy, Drive Innovation, and Foster Growth in Financial Services
- American Endowment Foundation (AEF) Awards Two $100,000 Grants to Advance Youth Behavioral and Mental Health in Northeast Ohio
- AEF Donor-Advised Funds Grant $4.6 Million to Veterans in Past Three Years Honoring Veterans: Charitable Giving on USA Independence Day
- American Endowment Foundation (AEF) Awards Inaugural Grants of $200,000 to Providence House, Inc., and Akron Children’s
- American Endowment Foundation Expands C-Suite Talent with Two New Leaders Karen Heath-Wade: Chief Business Development Officer Kelly McGrath: Chief Marketing and Communications Officer
- Rockefeller Capital Management Launches “Rockefeller Charitable Giving Fund,” a New Donor-Advised Fund Program in Partnership with American Endowment Foundation
- The Keys To Creating A Company Giving Program
- When to Open Donor-Advised Funds vs. Private Foundations
- Transferring Donor-Advised Funds to AEF
- When Clients Consider Leaving a Charitable Legacy
- Create a Lasting Legacy: Fund Your Client’s Future Giving with a Legacy Fund
- Two Reasons Why It’s a Critical Time to Discuss Charitable Planning
- New Study Reveals Insights into Donor-Advised Funds
- AEF LAUNCHES UPGRADED PLATFORM FOR DONOR-ADVISED FUND GIVING
- 6 Ways Donors Without Children Use Donor-Advised Funds
- Why Some Advisors Establish Donor-Advised Funds Now and Fund Later
- 5 Steps for Incorporating Charitable Planning Into Your Practice
- 10 Tips for Engaging Seniors in Charitable Planning
- 10 Tips for Engaging Non-charitable Clients
- 10 Tips for Empowering Corporate Philanthropy
- 5 Rationales for Financial Advisor Management of Donor-Advised Fund Assets
- 10 Benefits of Having Charitable Planning Conversations With Clients
- Minimum Account Size Requirements
- Six Questions Every Family With Philanthropic Interests Should Ask
- Comparison: Private Foundation vs. AEF’s Donor-Advised Fund
- Comparison: AEF’s Donor Advised Fund vs. Fidelity and Schwab
- Why Donors Should Discuss Their DAF Accounts With Successor Advisors
- Life Insurance: Gifting It Into a DAF
- Helpful Suggestions for Donors Who Have Created Donor Advised Fund Accounts
- The Importance of the Right Paperwork at the Right Time
- Gifting Closely Held Shares to DAFs
- Top Ten Questions: When a Donor Advised Fund is the Right Choice
- Transferring Donor Advised Funds to AEF
- Selling a Business? Consider a DAF to Relieve the Tax Burden
- Three Tips to Set the Table for Family Philanthropy
- Reduce Capital Gains Tax
- Private Foundations
- Strategic Philanthropy: 6 Steps to Get the Most Bang from your Philanthropic Buck
- How to Determine the Best Charities
- Ongoing Contributions to a Donor Advised Fund
- Selecting the Best Charities Starts with You
- Beyond the Gloss: Six Tools to Identify an Effective Charity
- Smart Giving in Response to Disasters
- Charitable Planning Tips for Donors: Hear From Leading Philanthropic Advisors
- Roth IRA Conversion and DAFs
- Liquidity Account Overview
- Charitable Planning Conversation
- Donor Benefits
- Understanding How (and How Not) Your Donor Advised Fund Can Be Used
- Focused Mission Statements Help Donors Direct Their Money
- Donors Work Philanthropic Advisors
- Scholarship Giving
- 8 Tools Grantmakers Frequently Forget to Use
- Bequests
- 4 Questions You Should Consider Before Giving Abroad
- The Keys to Effective Partnerships Between Donors and Grantees
- FAQs for Individual Donors
- Giving in the Last Third of Life: Philanthropy for People Age 65 and Over
- FAQs for Trusted Advisors
- Naming Daf Charitable Beneficiary Estate Or Retirement Plan
- Real Estate: Donating Property Through a DAF
- Working with the Next Generation
- 5 Primary Tax Benefits to Donors
- Criteria to Use When Evaluating a Charity
- Bundle Charitable Giving
- Philanthropic Advisory Firm Referral Program
- Avoid the Double Tax Receipt
- DonorCentral Made Easy
- How Double Your Impact Matching Gifts Your Company
- Avoid Estate Taxes
- 7 Lessons Donors Can Learn From MacKenzie Scott’s Surprise $8.4 Billion In Gifts
- Income Tax Deductions Through Donor-Advised Funds
- Roth IRA
- How to Choose the Best Donor-Advised Fund (DAF)
- Retirement Planning meets Charitable Planning: What to Do When the Workdays Are Done
- Giving In Times of Crisis
- 11 Best Practices for Setting Up Your Family Philanthropy
- Tax Savings
- How We Give: Ten Tips for Donors and Families
- Annual Giving Doesn’t Have to Wait Until the End of the Year
- When Donors Work with Philanthropic Advisory Firms
- International Grantmaking Through AEF
- Why Private-Label DAFs Have Fallen in Popularity
- Why Younger Donors Open Donor Advised Funds
- You Helped Your Clients Establish DAF Accounts. Now What?
- Indications Your Clients May Need to Discuss Charitable Planning
- Why Clients Decide to Donate Publicly vs. Anonymously
- Set Free the Captive Wealth of S-Corporation Shares
- What Does Independence Mean?
- Unlocking the Wealth of C-Corp Shares
- When is a Grant Recommendation Not Approved?
- Should Clients Open a New DAF, Fund Their Existing DAF, or Donate Directly?
- How Placeholder DAFs Save Time and Stress
- Stacking Charitable Contributions in 2021
- Should Clients Donate Now or Later?
- Supporting Scholarships Through a Donor Advised Fund
- Should Clients Donate Early in the Year?
- Supporting Charity with Works of Art
- The Questions You Need to Ask About a Donor Advised Fund Sponsor
- Seven Benefits of Establishing Complementary DAFs to Foundations
- Roth IRA : Tax-Free Conversions Through a Donor Advised Fund
- Recent Increase in DAF Transfers to AEF
- Selecting and Evaluating DAF Sponsors
- Questions Advisors Can Ask Clients or Prospects About Charitable Giving
- The Power of Real Estate
- Establish Placeholder Funds, Avoid the Year-end Crush
- The Real Significance of Establishing a Donor Advised Fund for Clients
- The Perils of Not Discussing Charitable Planning With Clients
- A Legacy Fund: Making Smart Decisions Today for Future Giving
- Increasing Contributions to an Existing Donor Advised Fund
- Leaving a 401(k) to Charity: What Advisors Need to Know
- Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund
- Ready to Open a New DAF? Gateway Registration is Required
- How DAFs Enable Advisors to Manage Additional Assets
- How Philanthropic Advisory Firms Can Help Generous Clients
- How Charities & Nonprofits Can Get the Most From DAFs
- How Donor Advised Funds Benefit Clients
- Why Clients Are Naming DAFs as the Charitable Beneficiary in IRAs
- How Divorce Affects Charitable Giving
- Giving a 2nd Life to Life Insurance
- Help Donor Clients Get More Out of Their Giving: Guidelines from Philanthropic Advisors
- How DAFs Can Be Helpful to Charities, Donors, and Society
- How Charitable Planning Helps Retain Clients
- Tax Time Tips: Advisors Should Remind Accountants That They Can Establish DAF Accounts for Clients
- Why Older Donors Like Donor-Advised Funds for Charitable Giving
- Vacation Homes & Uninterested Heirs
- Conversions of Private Foundations to Donor-Advised Funds
- Four Ways Next Gen Donors Responded to 2020
- How to Have the Charitable Conversation With Clients Who Are Not Philanthropic
- Corporate Donor-Advised Funds: Benefits & Guidelines
- Create a Legacy of Giving: How Families with Donor Advised Funds can use Foundation Best Practices to Engage Family Members
- Using Donor-Advised Funds vs. Donating Directly to Charities
- Charitable Planning Conversations with Clients in Down Markets
- Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving
- Charitable Bequests: Where There’s a Will, There’s a Way
- Common Scenarios for Transitioning a Private Foundation to a Donor-Advised Fund
- Alternatives for Firms with Private-Label Donor Advised Funds
- Market Downturns or Uncertainty: How DAFs Help Donors & Charities
- Advisors, Follow Your Own Guidance: Charitable Planning Before You Sell Your Practice
- The American Endowment Foundation Announces Ron Ransom as New CEO