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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.

Amid the Crises in 2020, DAFs Continued to Expand

Submitted by American Endowment Foundation on February 22nd, 2021

By Ken Nopar, VP-Senior Philanthropic Advisor

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Supercharged Giving: Using a Charitable Lead Trust (CLT) with a Donor Advised Fund

Submitted by American Endowment Foundation on February 15th, 2021

 

By Eric Kinaitis

Tags:
  • charitable lead trust
  • clt
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Unlocking the Wealth of C-Corp Shares

Submitted by American Endowment Foundation on February 8th, 2021

 

By Eric Kinaitis

Although C-corporations today have become a smaller share overall of American business classifications, there are approximately 1.8 million businesses currently that are classified as "C-corps."

Tags:
  • c-corp shares
  • closely-held shares
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Set Free the Captive Wealth of S-Corp Shares

Submitted by American Endowment Foundation on February 1st, 2021

By Eric Kinaitis

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What Does Your Client Want to Do in Retirement?

Submitted by American Endowment Foundation on January 25th, 2021

 

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.

Tags:
  • retirement planning
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A Legacy Fund: Making Smart Decisions Today for Future Giving

Submitted by American Endowment Foundation on January 18th, 2021

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.

Tags:
  • legacy fund
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Why Clients Decide to Donate Publicly or Anonymously

Submitted by American Endowment Foundation on January 11th, 2021

Editor Note: This article is a complementary viewpoint to a past AEF Insights article on anonymous giving.

By Ken Nopar, VP-Senior Philanthropic Advisor

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Better Than Bequests: Using a Donor Advised Fund

Submitted by American Endowment Foundation on January 4th, 2021

 

By Eric Kinaitis

For many people, the thought of what to give often is synonymous with the concept of bequests. Someone not providing assets to charity until after their death is certainly pragmatic, since those assets would no longer be needed to support the donor’s living expenses.

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Our Top 10 Articles of 2020

Submitted by American Endowment Foundation on December 28th, 2020

By Eric Kinaitis

Every week, we appreciate that thousands of readers take time to open our weekly edition of AEF Insights and take part in learning how a donor advised fund can be a solution for a variety of financial management & tax planning concerns.

Enjoy our 10 most read AEF Insights blog articles from 2020:

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How Supporting Charitable Causes Can Help Build AUM

Submitted by American Endowment Foundation on December 21st, 2020

By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist

I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share how these successful advisors have used the power of charity to grow their business.

Tags:
  • philanthropic planning
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