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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