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In The News

News Featuring AEF or Authored by AEF Experts

 " Alternatives for Firms with Private-Label DAFs" - Ken Nopar - Article in ThinkAdvisor, May 12, 2022

 " Why Some Advisors Establish Donor Advised Funds Now and Fund Later" - Ken Nopar - Article in ThinkAdvisor, April 1, 2022

 " How Charitable Planning Helps Retain Clients" - Ken Nopar - Article in WealthManagement, March 16, 2022

 " How Donor Advised Funds Benefit Clients" - Ken Nopar - Article in AdvisorPerspectives, February 28, 2022

 " How Two Divorces Unleashed Billions in Philanthropic Dollars" - Leslie Albrecht - Article in MarketWatch, February 4, 2022

 " Selecting and Evaluating DAF Sponsors" - Ken Nopar - Article in ThinkAdvisor, January 25, 2022

 " Questions to Ask Clients About Their Charitable Giving" - Ken Nopar - Article in FinancialAdvisor, January 25, 2022

 " The Future of Fundraising: Now Accepting Donor Advised Funds" - Ken Nopar - Article in AFP-Advancing Philanthropy, January 1, 2022

 " How Divorce Affects Charitable Giving" - Ken Nopar - Article in ThinkAdvisor, November 19, 2021

 " How Philanthropic Advisory Firms Can Help Generous Clients " - Ken Nopar - Article in AdvisorPerspectives, November 15, 2021

 " 20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2021 " - Ken Nopar - Article in ThinkAdvisor, October 26, 2021

 " The Real Significance of Establishing a DAF for Clients " - Ken Nopar - Article in WealthManagement, October 20, 2021

 " Seven Benefits of Establishing Complementary DAFs " - Ken Nopar - Article in WealthManagement, September 1, 2021

 " Which Clients Should Open Donor Advised Funds " - Ken Nopar - Article in AdvisorPerspectives, August 1, 2021

 " How DAFs Enable Advisors to Manage Additional Assets " - Ken Nopar - Article in FinancialAdvisor, July 16, 2021

 " Attempts to Restrict DAFs May Impede Philanthropic Efforts " - Ken Nopar - Article in WealthManagement, June 29, 2021

 " Why Younger Clients Are Establishing Donor Advised Funds " - Ken Nopar - Article in ThinkAdvisor, April 28, 2021

 " Your Clients May Need to Discuss Charitable Planning " - Ken Nopar - Article in Accounting Today, March 10, 2021

 " Eight Reasons Why Older Clients Like Donor Advised Funds " - Ken Nopar - Article in Rethinking65, March 4, 2021

 " Discussing Charitable Planning With Clients Who Are Not Philanthropic " - Ken Nopar - Article in FinancialAdvisor Feb. 9, 2021

 " Amid the Crises in 2020, DAFs Continued to Expand " - Ken Nopar - Article in WealthManagament.com, Jan.25, 2021

 

 

2020 Articles

 
 

2019 Articles

 
 

2018 & Prior Articles

 

 

 

Industry News

 " Charitable Giving Is Becoming Embedded In Wealth Plans " -  Karen Demasters- Financial Advisor, May 16, 2022

 " Should Practitioners Advocate Charitable Giving? " -  Avi Z. Kestenbaum & Shaya Slomovics - WealthManagement, January 25, 2022

 " Do Wealthy Clients Need a Philanthropy Advisor? " -  Russ Alan Prince -  FA Mag, April 18, 2022

 " Congressional Tax Writers Oppose DAF Restrictions " -  Brian Hawkins & Sandra Swirski -  Philanthropy Roundtable, March 9, 2022

 " Give To Charity With Your Equity Awards In A Tax-Smart Way " -  Karla D’Alleva Valas -  Forbes, February 16, 2022

 " Splitting Up is Hard to Do " -  Stefania Bartlett & Cara Howe Santoro -  WealthManagement, January 25, 2022

 " Donor Advised Funds are Essential to Democratizing Philanthropy " -  Kathleen Enright -  Chronicle of Philanthropy, January 18, 2022

 " New DAF Data Show Robust Giving" -  Elizabeth McGuigan -  Philanthropy Roundtable, November 16, 2021

 " 13 Important Ways That Businesses Can Support NonProfits" - Fast Company, December 6, 2021

 " The Pros and Cons of Donor Advised Funds" -  Tom Herman - Wall Street Journal, November 11, 2021

 " How to Make the Most of Year-End Charitable Giving" -  Jennifer R. Ostberg, Margaret Borrasso, Shea McCabe - WealthManagement, October 11, 2021

 " What Does the Proposed ACE Act Mean for your Clients" -  Sandra G. Swirski, Donald Kent, Christopher Woehrle - WealthManagement, September 23, 2021

 " Helping Philanthropic Clients Get the Most Out of Their Giving" -  Jeff Benjamin - InvestmentNews, August 30, 2021

 " Donor Advised Funds Are the Linchpin of Local Charitable Giving" -  Jeff Hammond - Bloomberg Tax, May 12, 2021

 " A Near Doubling of the Capital Gains Tax May Be on the Horizon" -  Bob Dietz, Tom Pauloski and Tara Thompson Popernik, WealthManagement, April 26, 2021

 " Biden Tax Changes Might Spur Charitable Giving " - Jeff Stimpson - Financial Advisor, April 1, 2021

 " Preparing Charitable Clients for the Biden Tax Regime " - Jeff Stimpson - Financial Advisor, Jan. 25, 2021

 

2020 Articles

 
 

2019 Articles

 
 

2018 & Prior Articles

 

 

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