AEF Insights Blog
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Submitted by American Endowment Foundation on May 30th, 2022
By Eric Kinaitis
Articles on death planning in the financial services industry underscore a point: no one likes thinking about our ultimate end.
However, as a financial planner or advisor, being able to embrace this difficult topic may prove to be a niche that can set your practice apart and provide a valuable and holistic service to your clientele.
Submitted by American Endowment Foundation on May 23rd, 2022
By Sandra Lucas, Esq., AEF Alternative Giving Strategist
Submitted by American Endowment Foundation on May 2nd, 2022
By Christopher Clarkson, Director - Wealth Strategies Group, Bernstein Private Wealth Management, Guest Columnist
Submitted by American Endowment Foundation on April 25th, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
As the number of donor advised fund (DAF) accounts has increased to 1 million, many clients and their advisors know that if they have not already opened one, they soon will. Though most clients make their initial donations when they open their DAF accounts, some fund the accounts several months later or even after their death.
Submitted by American Endowment Foundation on April 17th, 2022
Editor Note: This article is a complementary viewpoint to a past AEF Insights article on anonymous giving.
By Ken Nopar, VP-Senior Philanthropic Advisor
Submitted by American Endowment Foundation on April 11th, 2022
By Eric Kinaitis, Editor
Every year, thousands of financial advisors and other related professions such as attorneys, accountants, estate planners and many more rely on the expertise of American Endowment Foundation (AEF) to learn how donor advised funds and charitable planning can intersect in helping their clients solve a variety of tax & estate planning concerns.
Submitted by American Endowment Foundation on April 4th, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
Submitted by American Endowment Foundation on March 28th, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
Submitted by American Endowment Foundation on March 27th, 2022
This is an updated version of a column that originally appeared in Wealth Management.
By Ken Nopar, VP-Senior Philanthropic Advisor
Submitted by American Endowment Foundation on March 21st, 2022
By Ken Nopar, VP-Senior Philanthropic Advisor
Since the 2020 tax season, many clients have reassessed their charitable giving. Much has changed in the world since then as nearly all clients have been impacted in some way by the pandemic and economic impact. Recently, the war in Ukraine has caused many people to make donations in support of relief efforts in the area.