AEF Insights Blog
Every week, get the latest in best practices and strategies on how donor advised funds can solve a variety of tax & financial planning concerns. Sign up for AEF Insights.
Submitted by American Endowment Foundation on April 1st, 2020
AEF donors are always generous in their support of their favorite charities. It is therefore not surprising that they are continuing to make grants at this unprecedented time despite the turmoil in the financial markets. While donors are looking for ways to make a difference in fighting the battle against COVID-19, many of the organizations they typically support need funding.
Submitted by American Endowment Foundation on March 30th, 2020
By Ken Nopar, Senior Philanthropic Advisor
Submitted by American Endowment Foundation on March 23rd, 2020
By Eric Kinaitis
As a trusted advisor to your clients, you are likely heavily involved in helping them think and plan about the financial matters that will provide them with a nest egg to support them in their retirement years.
Submitted by American Endowment Foundation on March 16th, 2020
At American Endowment Foundation, we take pride in our independence. However, we realize that there are other donor advised fund (DAF) administrators who make similar claims.
What does independence mean? For those who see such claims of independence, we encourage the following items to consider regarding how independent the DAF provider is:
Submitted by American Endowment Foundation on March 9th, 2020
By Ken Nopar, Senior Philanthropic Advisor
Clients are now meeting with their accountants to review the past year and look ahead. Charitable giving has become much more prevalent in those annual conversations as a result of the tax law changes at the end of 2017.
Submitted by American Endowment Foundation on March 2nd, 2020
Submitted by American Endowment Foundation on February 24th, 2020
Submitted by American Endowment Foundation on February 17th, 2020
By Eric Kinaitis
A planned gift is one that integrates personal, financial, and estate planning goals with a donor’s giving, regardless if the giving is done while they are alive or at the time of their death.
Submitted by American Endowment Foundation on February 10th, 2020
By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists
Submitted by American Endowment Foundation on February 3rd, 2020
By Eric Kinaitis
A legacy fund at American Endowment Foundation (AEF) is a means by which you can use a donor advised fund to support charitable giving in the future for testamentary or estate planning purposes. A legacy fund would receive the gift of assets at a future date when a bequest or similar estate planning strategy takes effect.
