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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.
Submitted by American Endowment Foundation on January 7th, 2021
By Ken Nopar, VP-Senior Philanthropic Advisor
An earlier version of this column was printed in Financial Advisor
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.
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:
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.
Submitted by American Endowment Foundation on December 14th, 2020
Submitted by American Endowment Foundation on December 7th, 2020
This article originally appeared in ThinkAdvisor.
By Ken Nopar
Clients who discuss their annual charitable planning with their families over the holidays often have similar conversations from year to year. This year, however, may be very different.
Submitted by American Endowment Foundation on November 30th, 2020
Submitted by American Endowment Foundation on October 19th, 2020
Submitted by American Endowment Foundation on October 12th, 2020
By Ken Nopar, VP-Senior Philanthropic Advisor