In The News

News Featuring AEF or Authored by AEF Experts

" 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

" 15 Questions to Guide Family Charitable Discussions " - Ken Nopar - Article in ThinkAdvisor, Nov. 6, 2020

" How Donor Advised Funds Can Help Clients' Favorite Charities " - Ken Nopar - Article in Advisor Perspectives, Sept. 24, 2020

" Should Clients Create a DAF, Fund Their Existing DAF, or Donate Directly? " - Ken Nopar - Article in WealthManagement.com, Sept. 16, 2020

" Should Clients Donate Now or Later " - Ken Nopar - Article in ThinkAdvisor, July 27, 2020

" Why Now’s an Ideal Time to Talk With Clients About Charitable Giving " - Ken Nopar - Article in WealthManagement.com, June 11, 2020

" Financial Planning Groups Ask Advisors to Encourage Charitable Donations" - Mark Schoeff Jr - Article in InvestmentNews, April 29, 2020

" DAFs Are Thriving During the Pandemic" - Mark Miller- Article in WealthManagement.com, April 28, 2020

" How to Select or Evaluate a Donor Advised Fund Sponsor" - Ken Nopar- Article in ThinkAdvisor, April 22, 2020

" Why Advisors Now Offer Other DAFs In Addition To Their Own" - Ken Nopar- Article in Financial Advisor, April 15, 2020

" A Better Way of Giving" - Mark Schoeff Jr- Article in InvestmentNews, March 22, 2020

" Role of Donor Advised Funds During Bad Markets and Recessions" - Ken Nopar- Article in WealthManagement.com, March 18, 2020

" Tax-Time Tips for Setting Up Donor Advised Funds" - Ken Nopar- Article in Advisor Perspectives, February 25, 2020

" The Perils of Not Discussing Charitable Planning with Clients" - Ken Nopar- Article in ThinkAdvisor, February 14, 2020

" Your Client Opened a Donor Advised Fund Account. Now What?" - Ken Nopar- Article in ThinkAdvisor, January 8, 2020

" What to Do If Clients Established DAFs on Their Own" - Ken Nopar- Article in WealthManagement.com, January 8, 2020

2019 Articles

2018 Articles

2017 and Prior Articles

Industry News

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

" Three Charitable Giving Strategies That Can Also Improve Your Portfolio " - Christine Benz - Morningstar, Nov. 25, 2020

" Are Donor Advised Funds Good for NonProfits?" - Article in Stanford Social Innovation Review, Fall 2020

" Enough of the Zombie Philanthropy, Already" - Randy A. Fox - Article in WealthManagement.com, August 17, 2020

" Don't Tie the Hands of DAFs, the Best Option for Aid in the Covid Economy" - Bruce R. Hopkins - Article in The Chronicle of Philanthropy, May 6, 2020

" DAFs Are Easier to Establish, Administer Than Private Foundations" - Mark Schoeff Jr - Article in InvestmentNews, March 20, 2020

" The Coronavirus Outbreak Could Prove Why DAFs Serve Society Well" - Terry Mazany - Article in The Chronicle of Philanthropy, March 16, 2020

2019 Articles

2018 Articles

2017 and Prior Articles

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