Asset Aquisition Ideas from the Top Advisors in the Country - Part 1
Submitted by American Endowment Foundation on July 31st, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
For Advisors: Open A DAF Account | Getting Started
For Donors: Grant Making Portal | Getting Started
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.
By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
By Ken Nopar
By Ken Nopar
*This article originally appeared in Bloomberg BNA Tax Management Estates, Gifts and Trusts Journal, May 11, 2017
By Eric Kinaitis
A panel discussion captured insights from families involved in a sale of the family business. The discussion provided some interesting takeaways as to why these families chose to sell, the issues/concerns they came across during the process, and what life was like post-sale.
By Gregory Singer, Guest Columnist
By Eric Kinaitis
American donors are a generous bunch. A recent study measured that over $410 billion dollars was donated to charitable causes in 2017. The majority of that, $287 billion, came from individuals giving to the causes important to them.
This article originally appeared in WealthManagement.com, January 31, 2017
By Ken Nopar
By Laura Malone
While a large part of wealth in the US is tied up in various non-cash assets, often these assets get overlooked when individuals are making charitable gifts. Quite frequently, not gifting all or some of these assets can shortchange both the donor and their favorite charities.
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 2016:
By Eric Kinaitis