By Ken Nopar
By Ken Nopar, Senior Philanthropic Advisor
Though advisors regularly encourage their clients to open up donor advised funds (DAFs) throughout the year, invariably some clients wait and call them in the middle of December and say that they want to open a DAF and contribute stock or other assets. Sometimes it is too late.
Effective on October 1, 2018, American Endowment Foundation (AEF) will implement a higher minimum fee.