AEF Insights Blog
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Submitted by American Endowment Foundation on August 15th, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
With 1 million donor advised fund (DAF) accounts in the country, an increasing number of clients ask their advisors whether they should open a DAF account or continue to donate directly to charities.
Submitted by American Endowment Foundation on August 8th, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
Submitted by American Endowment Foundation on August 1st, 2022
By Matt Sonnen, Founder & CEO, PFI Advisors
Submitted by American Endowment Foundation on July 18th, 2022
By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
Submitted by American Endowment Foundation on July 11th, 2022
By Rebekah L. Kohmescher and Donald J. Sorota, Altair Advisers LLC
Donor advised funds (DAFs) have grown steadily in popularity over the years due to the ease of administration and control they offer donors over their charitable gifts. Now their advantages are increasingly being put to use in the selection of DAFs as IRA beneficiaries.
Submitted by American Endowment Foundation on July 4th, 2022
By Dawn Jinsky, CPA and Sara Montgomery, Plante Moran
Submitted by American Endowment Foundation on June 27th, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
Whenever there is volatility in the markets, non-profit organizations become concerned that donations will drop. This is again the case this year, and their concern will increase especially if markets have not yet recovered before the busiest giving season at the end of the year.
Submitted by American Endowment Foundation on June 20th, 2022
By Eric Kinaitis
Although most investors like a bull market, anyone looking to sell appreciated stock is unfortunately going to trigger a tax on capital gains. Periodic changes in the legislative and political climate produces occasional rumblings of a potential increase of capital gains tax.
Submitted by American Endowment Foundation on June 13th, 2022
By Jeffay Chang and Anne Gifford Ewing, Capital Group Private Client Services, Guest Columnists
As Baby Boomers age and retire, many older adult children are now coming to grips with private family foundations set up by their parents decades earlier, before donor advised funds (DAFs) were an option for most families.
Submitted by American Endowment Foundation on June 6th, 2022
This is an updated version of a column that recently appeared in ThinkAdvisor.
By Ken Nopar, VP-Senior Philanthropic Advisor