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 November 20th, 2017
While the end of the year is fast approaching, it is not too late to have those critical charitable conversations that can reduce your clients' 2017 tax bite and improve your bottom line. The end of the year can be a popular time for charitable giving, with the holiday season inspiring a philanthropic mood and investors having a better view of their annual balance sheets.
Submitted by American Endowment Foundation on November 13th, 2017
By Gavin Morrissey, JD, LLM, AIF®
Guest Columnist
Submitted by American Endowment Foundation on October 30th, 2017
By Martin M. Shenkman, CPA, MBA, PFS, AEP, JD , Guest Columnist
Giving Statistic
Submitted by American Endowment Foundation on October 9th, 2017
Submitted by American Endowment Foundation on September 25th, 2017
Submitted by American Endowment Foundation on September 11th, 2017
By Rachelle Roberts, CPA, MSA, Wealth Transfer Specialist, Plante Moran - Chicago, Guest Columnist
Submitted by American Endowment Foundation on September 4th, 2017
By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have been inspired by learning from some of the top advisors in the country, particularly how they have used charitable planning to build their AUM. Here are some additional ideas.
Submitted by American Endowment Foundation on August 28th, 2017
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.
Submitted by American Endowment Foundation on August 14th, 2017
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 one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.
Submitted by American Endowment Foundation on August 7th, 2017
By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.